All Collections
CRM / Donor Management
Filter, edit, and export transaction and contact data
How to create, schedule, and export custom Reports
How to manage Pledges
How to use contact custom fields
How to use contact households and relationships
How to merge duplicate contacts
How to use contact tags
How to filter contacts and save segments
How to use contact events
How to log emails to a contact timeline with BCC or forwarding address
How to export / download contact details
How to send end-of-year giving summaries
How to archive or delete contacts
How to upload files to a contact profile
How to validate and maintain your contact data with Data Hygiene