FAQ
Steps to manually create
payments for the Canada Helps donations are below: Search for NPSP settings in App Launcher In the NPSP Settings page, on le...
Wed, 22 May, 2019 at 10:41 AM
Campaigns
can be easily configure to appear / not appear in the picklist. For further information please click on this link
Wed, 22 May, 2019 at 2:02 PM
To disable an active recurring donation automatically being processed through fundraisingManager you need to follow two steps: i) Disable the Customer P...
Tue, 16 Mar, 2021 at 3:12 PM
In fundraisingManager when a Recurring Donation through Credit Card or ACH is made, the first payment is taken immediately. With iATS payments they do not ...
Thu, 23 Jul, 2020 at 11:25 AM
If you or one of your users cannot see the Giving Summary report chart on the homepage, you are likely missing access to the CSS Reports folder. T...
Thu, 30 Jul, 2020 at 5:53 PM
If you're unable to see the Recent One-time Donations or Recent Recurring Donations it's likely due to one of the following. i) You are missing...
Thu, 30 Jul, 2020 at 6:50 PM
If your recurring donations are not updating from Pledged to Closed Won it is typically one of two issues. a) The payment method failed b) An error pre...
Tue, 8 Jun, 2021 at 11:21 PM
If your recurring donors within iATS are not being updated you may want to check the status of the iATS Nightly Download Journal in your instance. To check ...
Tue, 8 Jun, 2021 at 11:23 PM
If you're trying to deactivate a user and you receive errors this is because the user is set to be the default for a number of processes that must have ...
Mon, 24 Jan, 2022 at 12:14 PM
Validation rules can be very handy to ensure consistency in data entry by your users. Validation rules can pose a risk when it applies to all. With integra...
Fri, 11 Feb, 2022 at 4:47 PM