Update a donor's address, add a new donation, edit a payment method and more!
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How to Add a Brand New Donor through CDM+ -
How to Add a New Donation for an Existing Donor -
How to Edit a Donor's Recurring Donation -
How to Cancel a Recurring Donation -
How to Issue a Refund -
How to Enter a Cash, Check, or In-Kind Donation -
How to Update a Donor's Profile -
How to Create an Engage Account for a Donor -
How to Add a New Payment Method for a Donor -
How to Edit a Payment Method for a Donor -
How to Delete a Payment Method -
How to Turn Off the Process Pending Donations Queue -
How to Turn On the Process Pending Donation Queue -
Merging Duplicate Donor Records in Essentials -
Merging Donors Video -
How to Transfer Donation Records -
How to Add an Email for a Donor Record -
How to use the Email Statement Checkbox on a Donor's Record -
How to See Expiring Cards -
How to use the Donation Records Window -
How to Print a Receipt from Search Transactions