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
- Managing Individuals/Contacts in Salesforce
- Convert Opportunity to a Transaction
- Introduction to SalesForce
- Applying an Adjustment to an Allocation Record
- Causeview Fundraising: Deploy and Configure Sandbox
- Understanding the ACH Process
- How to Create Funds
- iATS Reject Codes
- Creating a Support Ticket in Causeview Support
- Post to Finance
- Putting a Gift "On Hold" in Causeview and iATs
- Getting Familiar with the Home Screen