Step-by-step instructions for common tasks in Relationships.
Guides
- Contacts
- Contact profile tour
- Communications consent
- Restricted records
- Organisations
- Resources
- Touchpoints
- Payments
- Refunds
- Recurring payments
- Provider connections
- Connections
- Segments
- Segment stacks
- Fundraising activities
- Fundraising activity expenses
- Fundraising activity payment defaults
- Fundraising activity segments and tasks
- Stewardship actions
- Restricted funds
- Tribute funds
- Fundraising pages
- Giving dashboard
- Reconciliation
Table of contents
- Create and edit contacts
- Find your way around a contact profile
- Record communications consent
- Restrict who can see a record
- Create and edit organisations
- Create and edit resources
- Log a touchpoint
- Record a payment or donation
- Refund a payment
- Manage a fundraising activity
- Track fundraising activity expenses
- Set payment defaults on an activity
- Link segments and tasks to an activity
- Link records together
- Build and save a segment
- Combine segments into a stack
- Use stewardship actions
- Set up a recurring payment
- Connect a payment provider for reconciliation
- Manage restricted funds
- Manage tribute funds
- Find fundraising pages
- Read the giving dashboard
- Resolve reconciliation exceptions