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  1. Causeview
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General Navigation

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  • 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
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