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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
▶
Settings Overview
Roles
Custom Permissions
Email Manager
Adding Circles & Super Circles
MailChimp
Journey Steps
GDPR Tools
Custom Forms
Custom Fields
Branding
Multi Factor Authentication (MFA)
Ticketing
▶
Create a New Ticketing Event
Keep Track of Ticket Sales
Other Ticketing Options
Dashboard
▶
Update Personal Details
My To Dos
Messages
Finder
Training
▼
Webinars
Contact Support
I am a...
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Manager
Contact
Finance Officer
Charity Administrator
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