Knowledge Base

General Navigation

• Office Closure during Novel Covid-19 Virus Pandemic
• Causeview Fundraising - Datamodel for Gifts and Events
• How To: Re-send an eCard for Tributes
• Issuing Single Receipts Manually
• iATS Payments- ACH Return Process
• How to create new Gifts

See all 18 articles

Organizations, Households, and Individuals

• How to Create a new Household
• 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

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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

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Campaigns, Appeals, and Events

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

Administrator

• How To: Change Sender Email Address for Email Acknowledgements
• Enabling Visual Force Page acess to a user
• Create a New Individual Bucket Account and Update settings
• Set up an organization-wide email address to send emails from Salesforce
• Causeview Advancement: Deploy and Configure Sandbox
• Scheduling Jobs

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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

Actionpages

• Embedding a YouTube Video
• Causeview Events Check-in App (iOS)
• Basics of Actionpages and Code Snippets
• Create an Actionpage
• How to Update a Published Actionpage
• Customizing Giving Amounts on an Actionpage

Gift Batch

• Process a New Gift Batch
• Gift Batch .XLS Function
• Create Batch Templates

Enhanced Gift Batch

• Enhanced Gift Batch Interface - Configuration Guide
• Process a New Gift Batch using the Enhanced Gift Batch Interface

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

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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

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Volunteers

• Create a Volunteer Application
• Create a Volunteer Opportunity

Gift Aid - UK Customers

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

Impact Designer

• How to Prepopulate Form Fields on Impact Designer
• How to Update Appeal and Fund Data Lists (Refresh)
• How to add a textbox

Letters and Email Acknowledgements

• Adding Images in Letters
• How to Create a New Letter
• Edit and Specify an Existing Letter

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

Recurring Gifts

• Managing Recurring Gifts
• Canceling a Recurring Gift