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Recently updated articles

USPS Address Standardization Integration
  • Contacts
End of Year PDF Message Feature
  • Common Workflows
Using Price Sets
  • Contributions
  • Events
Creating Pledges
  • Contributions
Embedding non-fiscal Forms on Third Party Sites
  • Common Workflows
How to Configure your CRM Dashboard
  • Contacts
Recording Business Donations
  • Contributions
End of Year Thank-you letters
  • Contributions
Importing Contributions - Preparing your Spreadsheet
  • Contributions
Updating the geocoding for all addresses in your database
  • Contacts
How do I find contacts that have no email and also donated in the past 2 years?
  • Contacts
Activity Calendar Sync
  • Activities