Transactions Grid & Basic Transaction Information
A thank you email with transaction information is sent automatically for memberships, events, donations and other transactions entered through a page create...
Tue, 6 Aug, 2024 at 5:54 PM
Transactions that are general type and are entered through a donation or payment page will automatically generate a thank you email. To learn more about the...
Tue, 6 Aug, 2024 at 5:01 PM
Transaction and fundraising reports can be created by making views using the Query, Filter, and Sort features on the Transactions, Pledges, and Constituents...
Mon, 12 Jan, 2026 at 1:17 PM
A donor-advised fund (DAF) is a charitable investment account that allows individuals to contribute money, stocks, or other assets and receive an immediate ...
Thu, 22 Jan, 2026 at 5:22 PM