Answers about

• Donation Report in Reports; Campaigns
  To show ALL donations made in the time period selected, please follow steps below: Go to Reports > Campaign Reports > Donations Under Custom List,  (Optional) Select desired customer list from the Cus...
• Last Updated: 7/5/2024

• Enable Donations Tab Online in Campaigns
  For Video Guide: Click Here To display Donations tab on public site, please make sure: Allow Online option for Donations is checked in financial configuration section. Here are the steps: Go to Admin...
• Last Updated: 6/25/2024

• Setting up Recurring Donations in Campaigns
  A Recurring Donation is a donation that can be set up to repeat at intervals for a specific time period. To use the Recurring Donation, first the option must be added to the donation campaign: Go to A...
• Last Updated: 3/26/2024

• New: Set Desired Donation Frequencies Available for Recurring Donations in Campaigns
  System Admin users and staff users can now manage the available donation frequencies for all campaigns that accept recurring donations by following the steps below:  Go to Administration > Campaign Se...
• Last Updated: 3/26/2024

• New: Donations without Signing-in Online in Financial; Public Access; Campaigns
  Organizations can now configure the Donations feature to NOT require online customers to sign in to donate (a drop-in donation). Follow the steps below to enable donations without signing in: Go to Ad...
• Last Updated: 7/10/2023

• Adding Donations to the Check Out Process in Public Access; Campaigns
  Campaign totals can benefit greatly when customers are able to donate while enrolling into an activity or purchasing a package on the public site. Campaigns linked to specific activities/packages are ...
• Last Updated: 10/15/2019

• Adding a Scholarship Charge in Financial; Campaigns
  Scholarship charges are the templates used for adding scholarships to activities, membership packages, daycare programs, lendable equipment, or the facility charge matrix. Go to Administration > Finan...
• Last Updated: 9/27/2019

• Adding Authorized Agents in System Settings; Population & Communication; Campaigns; Customer Transactions
  If a customer needs to be added to an organization as an authorized agent, use the steps below: Go to Front Desk > Population > Organizations Search for Organization Click organization name Under Orga...
• Last Updated: 2/11/2019

• Attaching a Scholarship to an Activity in Financial; Campaigns
  In order to use a scholarship to pay for an activity, you must attach the scholarship. To attach a scholarship to an activity, follow these steps: Go to Administration Home > Registration Settings > A...
• Last Updated: 12/2/2015