Data Management

people and organization management

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.

Written by Tim Roberts
Updated over a week ago

Campus Changes Release Notes

New functionality for multi-campus clients

Written by Maggie Vice
Updated over a week ago

What is a chargeback

What does a payment status of chargeback mean in Vision2

Written by Carl Tierney
Updated over a week ago

Remove Visibility Permissions

Steps to remove visibility permissions to provide individual statements for spouses

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?

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

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

Written by Maggie Vice
Updated over a week ago

Shared Visibility Permissions

Steps to setup online giving visibility for household members

Written by Maggie Vice
Updated over a week ago

Archiving and Deleting Profiles

How to archive, delete, and un-archive individual profiles

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

Written by Maggie Vice
Updated over a week ago

Is there a way to define relationships?

Steps to define relationships in Vision2

Written by Maggie Vice
Updated over a week ago

How do I merge duplicate profiles in Vision2?

Steps to merge duplicate profiles

Written by Maggie Vice
Updated over a week ago