Help Center

Help Center Home

General

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
Data Governance: How to Manage Data Storage Limits
Configuration: Critical Configuration Setting Monitoring
Dashboard: Navigating the Welcome Screen
General: How to Use Email Concierge & Writing Assistant to Perform Tasks in CharityEngine (AI)
Connect to Swiper for Apple Devices
Campaigns App: Media Channel vs. Response Channel
People App: How To Set Your User Preferences
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
Contacts : Legacy vs. Compliance
API Query Mode
Spam Removal: Provider Recommended Actions

Get Page Updates