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Knowledge base
General
FAQ
11
When we created Canada Helps Donations manually, the payment didn’t show up so the gifts do not show up in any reports?
How to select what back end campaign the donation is recorded in (we don't have specific appeals often, but we do have quarterly appeals that are not appropriate for the front-facing interface)
How to cancel a recurring donation
Why is a recurring gift created without the first payment?
I cannot see the Giving Summary chart on the CloudStack FM homepage
View all 11
Getting Started
1
Creating a cloudStack Admin User
fundraisingManager 2
fundraisingManager 2.0 - Basic Set up
8
Upcoming free BASIC fundraisingManager training session(s)
Fraudulent Transactions in Stripe and cloudStack's commitment to support features
Full fundraisingManager basic training video
Upcoming free ADVANCED fundraisingManager training session
Configuring In-Kind Gifts in fundraisingManager
View all 8
Donation Forms
11
Embedding a Donation form
Configuration of a Donation Form
Setting up a French or alternate language Donation form
Donations for Existing Contacts or Organizations
Adding Campaigns to a Donation form
View all 11
Receipting & Acknowledgements
13
Creating Tribute Emails (in Honor/ in Memory)
Using Email Templates
Assigning an Email Template to a Donation Form
Using Images in Email Templates
Creating a Web-Image from a file
View all 13
Email Templates
2
Understanding and Managing Form EmailTemplates
Managing Letterheads and Footers in Salesforce Email templates
ReceiptManager
1
Consolidated Receipts and ReceiptManager Features
financeManager for Salesforce
1
financeManager demo
Salesforce
Salesforce Tips
10
Grant Login Access to Support
What is a Salesforce Campaign
Changing a User's email address
Resetting User Salesforce Passwords
NPSP Donation Creation
View all 10
Our Services
Virtual Admin Services
0
Products
fundraisingManager 1.0
33
Split Receipting (Benefits)
In-Kind Gift Receipting
Directing donations to Campaigns and GAU's using donationManager
Consolidated Receipts for Recurring Donations
Export Receipts and PDF attachments
View all 33
Release Notes
1
Release Notes - fundraisingManager Version 1.400 (Winter '19)
ReceiptManager
1
Create Receipts in a Batch
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