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Home
Modules
▼
People
▶
Adding a Person
Edit a Person
Quick Groups
Search & Quick Find
Contacting People
Changing Permissions
Old Journey Items
Donations and Gift Aid
▶
Donors
▶
The Donors Tab
Add a Donor
Donor Profiles
Producing Giving Statements
Transactions
▶
The Transactions Tab
Importing Bank Statements
Failed Transactions & Processing Transactions
Recording Donations
Payouts
Unassigned Transactions
Campaigns
▶
Adding Campaigns
Viewing, Editing & Archiving Campaigns
Gift Aid
▶
Gift Aid - Creating a Claim
Gift Aid - Removing a Transaction
Finance Settings
▶
Set up Payment Processor
Set up My Giving
Legal Entity
Setup
Emails
Embedded Giving Pages
Access
Activity Log
Contactless Giving
Settings
▶
Roles
Custom Permissions
Adding Circles & Super Circles
MailChimp
Journey Steps
GDPR Tools
Custom Forms
Custom Fields
Multi Factor Authentication (MFA)
Ticketing
▶
Create a New Ticketing Event
Keep Track of Ticketing Sales
Other Ticketing Options
Finder
Training
▼
Webinars
Contact Support
I am a...
▼
Manager
Contact
Finance Officer
Charity Administrator
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Modules
People
Donations and Gift Aid
Donors
Transactions
Campaigns
Gift Aid
Finance Settings
Set up Payment Processor
Set up My Giving
Legal Entity
Setup
Emails
Embedded Giving Pages
Access
Activity Log
Contactless Giving
Settings
Ticketing
Finder
Embedded Giving Pages
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