Data Management

people and organization management

Carl Tierney avatar Maggie Vice avatar Tim Roberts avatar
12 articles in this collection
Written by Carl Tierney, Maggie Vice, and Tim Roberts

Duplicate Report (NEW!!)

Excel export to identify potential duplicates to assist with easy data cleanup.
Tim Roberts avatar
Written by Tim Roberts
Updated yesterday

Campus Changes Release Notes

New functionality for multi-campus clients
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

What is a chargeback

What does a payment status of chargeback mean in Vision2
Carl Tierney avatar
Written by Carl Tierney
Updated over a week ago

Remove Visibility Permissions

Steps to remove visibility permissions to provide individual statements for spouses
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

Entering address line 1 information in admin portal

Should I include the apartment number on address line 1?
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Written by Maggie Vice
Updated over a week ago

Managing Giving for a Surviving Spouse

Managing giving, visibility permissions, and statement views in the event a spouse passes away
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

Find a Donor by the Last 4 Numbers of Their Payment Method

Steps to locate a donor profile using the last four digits of a previous payment method
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

Shared Visibility Permissions

Steps to setup online giving visibility for household members
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

Archiving and Deleting Profiles

How to archive, delete, and un-archive individual profiles
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

How to create a household

Steps to create a household from an individual profile in the V2 admin portal
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Written by Maggie Vice
Updated over a week ago

Is there a way to define relationships?

Steps to define relationships in Vision2
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago

How do I merge duplicate profiles in Vision2?

Steps to merge duplicate profiles
Maggie Vice avatar
Written by Maggie Vice
Updated over a week ago