Step-by-step instructions for common tasks in Relationships.
Guides
- Contacts
- Organisations
- Resources
- Touchpoints
- Payments
- Recurring payments
- Connections
- Segments
- Fundraising activities
- Stewardship actions
- Restricted funds
- Tribute funds
- Fundraising pages
- Giving dashboard
- Reconciliation
Table of contents
- Create and edit contacts
- Create and edit organisations
- Create and edit resources
- Log a touchpoint
- Record a payment or donation
- Manage a fundraising activity
- Link records together
- Build and save a segment
- Use stewardship actions
- Set up a recurring payment
- Manage restricted funds
- Manage tribute funds
- Find fundraising pages
- Read the giving dashboard
- Resolve reconciliation exceptions