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Knowledge Base

Categories(2)
  • Assigning Categories to Families
  • Family Categories Setup
Credit Cards(4)
  • Chai Club - Recurring Donors
  • Completed Credit Card Pledges
  • Recurring Monthly Pledges and Card Declines
Emails(4)
  • ChabadOne Communicator Integration
  • Email Outbox
  • Sent Emails
Maps(4)
  • Google Maps - Secure API Key
  • Google Maps API Setup
  • Routes - Optimized Driving to Multiple Destinations
Online Forms Integration(12)
  • 2. Form Setup & Design
  • Forms Studio - Donation
  • Invoice Payment Form
Reports(6)
  • Event Reports - Step by Step
  • Report on upcoming Birthdays
  • Reporting: Transactions - Video
Yahrtzeits and Birthdays(4)
  • Add Yahrtzeits
  • Automatic Birthdays and Yahrtzeit Emails
  • Relationships
Deposits and QB Integration(4)
  • Quickbooks Integration
  • QuickBooks Integration - Video
  • Tracking Deposits
General(1)
  • Dashboard
Invoices/Statements(4)
  • Invoice Customization
  • Statements
  • Stationery Setup and Receipts - Video
Miscellaneous(6)
  • Gift Tracking Module
  • Move Transactions
  • Users and Permissions
Receipts and Thank-you Letters(3)
  • Notice of Donations
  • Thank you letter for Donor-Advised Fund
  • Year End Letters
SMS - Text Messages(4)
  • 1. SMS Messaging — Overview
  • 3. SMS Messaging — Sending SMS Messages
  • 4. SMS Messaging — Incoming SMS & Replies

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