Knowledge Base
General Navigation
- Office Closure during Novel Covid-19 Virus Pandemic
- Causeview Fundraising - Datamodel for Gifts and Events
- Introduction to SalesForce
- Causeview Fundraising: Deploy and Configure Sandbox
- Understanding the ACH Process
- How to Create Funds
Lightning Interface
Organizations, Households, and Individuals
- Setting your Individual Bucket Account & Adding Historical Buckets
- Contact Rollup Definitions
- Create a New Individual
- Stewardship Profile
- Your network of constituents: Accounts, Affiliations, Relationships and Households
- Create a New Household
Campaigns, Appeals, and Events
Actionpages
New Gift Interface
- The Difference between Pledges and Recurring Gifts
- Issue a Refund
- Create a New Gift - Using the New Gift Button
- Locate and View an Open Pledge
- Process and edit pledge payments
- Create a New Pledge Payment
Gift Batch
Receipting and Year End Process
- Causeview Year-End Process
- How to create Consolidated Receipts in batch
- The Difference between Online and Offline Receipting
- How to Deactivate Users
- Void a Receipt
- Create a Consolidated Receipt
Reporting
- Managing iATS ACH Payments as 'REJ: Timeout' that have been Reprocessed as Approved
- Run a Causeview Installed Report 2.0
- Schedule a Automatic Report
- Customize a Report
- Use the Master Transaction Report
- Basics of Reporting
Volunteers
Gift Aid - UK Customers
Impact Designer
Letters and Email Acknowledgements
Pledge Management
- Difference between Pledge Manager and Legacy Installment Model
- Causeview Advancement Pledge Manager
- Causeview Advancement Pledge Manager - How to Create a Pledge Opportunity & Pledge Plan
- Causeview Advancement Pledge Manager - Modifying a Pledge Plan (Overview)
- Causeview Advancement Pledge Manager - How to Make a Pledge Payment