Knowledge Base

Internal CV training documents to review

• Causeview Impact Designer - How to swap gift amounts between One-time and Recurring gift type
• Causeview Impact - How to process a new gift
• Causeview Impact Designer - How to set up multi-currency selection

General Navigation

• Causeview Fundraising - Datamodel for Gifts and Events
• Causeview Fundraising: Deploy and Configure Sandbox
• How to Add a Permission Set
• iATS Reject Codes
• Understanding the ACH Process
• Putting a Gift "On Hold" in Causeview and iATs

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Lightning Interface

• Migrating From Salesforce Classic to Lightning with Causeview
• New Matching Gift Interface
• How to Switch from Classic to Lightning
• Gift Batch Interface Changes
• Record Detail Page Changes
• Tab Default Page Changes

Year-End Processes

• Consolidated Receipts - Year End Process

Organizations, Households, and Individuals

• Stewardship Profile
• Setting your Individual Bucket Account & Adding Historical Buckets
• Your network of constituents: Accounts, Affiliations, Relationships and Households
• Create a New Individual
• Create a New Household

Campaigns, Appeals, and Events

• Creating an Offline Event Registration
• Campaign, Appeal, and Event Hierarchies
• Create an Event

Actionpages

• Create an Actionpage
• How to Update a Published Actionpage
• Basics of Actionpages and Code Snippets
• Customizing Giving Amounts on an Actionpage

New Gift Interface

• Create a New Gift - Using the New Gift Button
• Issue a Refund
• The Difference between Pledges and Recurring Gifts
• Locate and view an open pledge
• Process and edit pledge payments
• Create a new pledge payment

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Gift Batch

• Gift Batch .XLS Function
• Process a new Gift Batch
• Create Batch Templates
• Process a New Gift Batch using the Enhanced Gift Batch Interface
• Enhanced Gift Batch Interface - Configuration Guide

Receipting and Year End Process

• Post to Finance
• The Difference between Online and Offline Receipting
• Create a Consolidated Receipt
• Void a Receipt
• Causeview Status Definitions (New Users)
• Credit Card Expiry Notifications

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Reporting

• Managing iATS ACH Payments as 'REJ: Timeout' that have been Reprocessed as Approved
• Reporting Functionality
• Run a Causeview Installed Report 2.0
• Customize a Report
• Schedule at Automatic Report
• Use the Master Transaction Report

Volunteers

• Create a Volunteer Opportunity
• Create a Volunteer Application

Gift Aid - UK Customers

• Gift Aid - Selecting Payment Types
• Requirements for Gift-Aid

Impact Designer

• Impact Designer - Limiting Dates in the Date Picker for Recurring Gifts
• Impact - Updating a Picklist
• Impact - Home Screen Functionality
• Impact - Publishing and Embedding a Form
• Impact - Submission Logs Interface
• Impact - Adding a Field to a Form

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