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04/22/21 Tip

The New & Improved Matching Tool Before you can make edits or add details to an income record that has been generated through an online portal, you must first link the income record to an existing constituent (or create a new constituent.) This is a manual process called matching that ensures income […]

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02/18/21 Tip

Multi-Session Registration & Ticketing Multi-Session ticketing is allowing attendees/donors/registrants to purchase tickets to multiple “sessions” of an event that can take place over the course of one or more days. While it was designed for our members who put on multiple “shows” or “performances” for their organization, it’s also an efficient way to accomplish […]

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