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ThirdSectorBee Help Centre
Tutorials
What is ThirdSectorBee?
Tutorial: Set up your organisation
Tutorial: Your first import
Tutorial: Run your first Gift Aid claim
Concepts
How ThirdSectorBee is organised
The Relationships data model
Touchpoints, payments and fundraising activities
Data entities reference
Understanding Gift Aid
Imports: single vs pipeline
Permissions and roles
What is case management?
What are Worker Bees?
What is Engage?
What is the Ticket Tailor integration?
Relationships (CRM)
How-to guides
Create and edit contacts
Create and edit organisations
Create and edit things
Log a touchpoint
Record a payment or donation
Set up a recurring payment
Manage a fundraising activity
Link records together
Build and save a segment
Use stewardship actions
Reference
Contact fields
Organisation fields
Thing fields
Touchpoint fields
Payment fields
Fundraising activity fields
Segment operators
Relationships settings
Stewardship action types
Tasks
How-to guides
Create, assign and complete tasks
Reference
Task fields and statuses
Importing data
How-to guides
Prepare a CSV file
Run an import
Save and reuse a column mapping
Run a pipeline import
Reference
Supported entity types and fields
Job statuses and errors
Gift Aid
How-to guides
Collect a Gift Aid declaration
Submit a claim to HMRC
Reconcile a claim response
Reference
Declaration fields
Claim statuses
Case Management
How-to guides
Create and manage cases
Reference
Case fields and statuses
Engage
How-to guides
Build and publish a form
View form submissions
Reference
Form field types
Integrations
How-to guides
Connect Ticket Tailor
Reference
Ticket Tailor sync behaviour
Worker Bees
How-to guides
View Worker Bees
Reference
Trigger types and actions
Account & settings
How-to guides
Update your profile
Invite a team member
Archive a team member
Configure organisation settings
Reference
Permission catalogue
Organisation settings
Search ThirdSectorBee Help Centre
Open ThirdSectorBee
Case Management
How-to guides
Step-by-step instructions for managing cases.
Table of contents
Create and manage cases