Knowledge Base
General Navigation
- 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
- Creating a Support Ticket in Causeview Support
Lightning Interface
Year-End Processes
Organizations, Households, and Individuals
Campaigns, Appeals, and Events
Actionpages
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
Gift Batch
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
Reporting
Volunteers
Gift Aid - UK Customers
Impact
- Impact - Updating a Picklist
- Impact - Home Screen Functionality
- Impact - Embedding and Updating a Form
- Impact - Submission Logs Interface
- Impact - Adding a Field to a Form
- Impact - Creating a New Form