Articles

• Navigating Through CharityEngine with Left Bar Navigation
• Mobile Pay App
• How to Use the Conditional Block
• PayPal/Venmo Gateway Configuration
• API Configuration: How to Configure your WealthEngine API Key
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Configuration App: Regions in CharityEngine – Where to find them and how to use them
• Communication: How to Send Messages from Listing Screens
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• MobilePay: Downloading MobilePay by CharityEngine on your Apple Devices
• API: Google Maps Integration for Addresses
• Windows MobilePay App Swiper Driver
• Campaigns App: Why did my email test go to my SPAM folder?
• Accounting: Accounting and Financial Reconciliation
• Automation & Workflow: Manually Sending Year End Statements to Households
• Contacts: Files
• Dashboard: Navigating the Welcome Screen
• Data Governance: How to Manage Data Storage Limits
• Configuration: Critical Configuration Setting Monitoring
• General: How to Use Email Concierge & Writing AssiGestant to Perform Tasks in CharityEngine (AI)
• Connect to Swiper for Apple Devices
• People App: How To Set Your User Preferences
• Campaigns App: Media Channel vs. Response Channel
• Outlook Connector
• Email Deliverability Best Practices
• Developer: API - Installing the CharityEngine Public Web API
• Paying Your Bill
• Reports & Analytics: Exporting Large Data Sets - Listing Screen Exports
• User Account Settings & Administration
• Developer: Integration with Google Analytics and Google Tag Manager Tracking
• Recycle Bin
• General: Global Search
• Contacts : Legacy vs. Compliance
• API Query Mode
• Spam Removal: Provider Recommended Actions

Powered by