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Can I change the order that the pending types appear in the dropdown box?Yes, you can change the order of the pending types when adding or editing a transaction. Click on the up and down arrows of the drop down bo…Pending Transactions · 1 min readCan I add, edit or reorder the payment types?Yes, you can add new payment types when adding or editing a gift. Click in the Payment Type box and select to open the editor window and add…Entering & Managing Transactions · 1 min readCan I change the order that the tribute types appear in the dropdown box?Yes, you can change the order of the tribute types when adding or editing a transaction. Click on the up and down arrows of the drop down bo…Tribute Transactions · 1 min readCan I change the order that the interaction types appear in the dropdown box?Yes. In the Interaction Type field, click on the arrow inside the drop down box and click on <New/Edit> . A new window will open. Find…CRM- Interactions · 1 min readCan I change the order that the relationship types or categories appear in the dropdown box?Yes. In the Relationship Type or Relationship Category field, click on the arrow inside the drop down box and click on <New/Edit> . A…CRM- Relationships · 1 min readCan I change the order that values appear in a dropdown box?…p and down arrows of the drop down box and click on <New/Edit> to open the list editor. Find the value that you want to re-order and h…Constituent Profiles · 1 min readHow do I use an alternate payment type for auction checkout?1. Payment types are selected from the dropdown menu in the checkout window. 2. If other forms of payment will be collected, ensure the prop…Auction Reporting & Checkout · 1 min readWhat are the payment types?The payment types reflect how transaction was paid, for example Cash, Check, Credit Card, or Online-ACH payments. You have the ability to ad…Entering & Managing Transactions · 1 min readCan I change the order that the document categories appear in the dropdown box?…on the arrow inside the drop down box and click on <New/Edit> . A new window will open. Find the value that you want to re-order and…CRM- Documents · 1 min readHow can I change the order of my auction items?To change the sort order of your auction items, begin by setting your Default Auction Items sort Order from the Auction Settings tab. If you…Auction Pages · 1 min readMembership Settings TabSort Order – Hovering over the three lines will allow you to drag and drop the fields to create the order they will appear in on the membership page. Click the green Save & Next button to proceed to the next step.Membership Page Setup · 16 min readCan I go back and change the type of question, after I have already created the question?No, you cannot change the type of question you have created. For example, if you created a single-select table, you cannot go back and chang…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 1 min readCan I edit or delete a pending type?…x, click on Delete to confirm your change. Once you close out of the screen, that value will no longer appear in the dropdown box. If the va…Pending Transactions · 1 min readMembership Directory TabSwitching to the “Member Only Directory” tab you will then have following options: Sort Order - This column will allow you to drag and drop the fields to create the order they will appear in on the membership directory.…Membership Page Setup · 8 min readCan I edit or delete a tribute type?…x, click on Delete to confirm your change. Once you close out of the screen, that value will no longer appear in the dropdown box. If the va…Tribute Transactions · 2 min readCan I edit or delete a choice in a dropdown box?…any constituent record, locate the dropdown lists (also known as a picklist) and click on the arrow in the drop down box. Click on <New/E…Constituent Profiles · 2 min readCan I change the pledge schedule after payments have been received?…ed. For recurring pledges, you can change all the future payments or select individual rows to change just those payments. You can open the…Entering & Managing Pledges · 3 min readHow do I add a new choice in a dropdown box?…ons, these are called picklists or dropdown lists. Most lists are a single-select list meaning you can only choose one option to complete th…Constituent Profiles · 3 min readCan a partial payment be accepted for an invoice?…artial payments, a new column will appear called " Amount To Pay ." You will still need to check the Mark as Paid box for that row, then ent…Invoices Grid & Managing Invoices · 2 min readHow do I enter a payment for an invoice?…e constituent from the Constituent dropdown menu in the top left. The transaction Type will default to General, so you must change this to I…Invoices Grid & Managing Invoices · 6 min read