Support Centre

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

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Getting Started 1

• Creating a cloudStack Admin User

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

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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

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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

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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 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

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Virtual Admin Services 0

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

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Release Notes 1

• Release Notes - fundraisingManager Version 1.400 (Winter '19)

ReceiptManager 1

• Create Receipts in a Batch