Vision2 Client Success

Excel export to identify potential duplicates to assist with easy data cleanup.

Duplicate Report (NEW!!)

New functionality for multi-campus clients

What does a payment status of chargeback mean in Vision2

Steps to remove visibility permissions to provide individual statements for spouses

Should I include the apartment number on address line 1?

Managing giving, visibility permissions, and statement views in the event a spouse passes away

Steps to locate a donor profile using the last four digits of a previous payment method

Steps to setup online giving visibility for household members

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

Steps to create a household from an individual profile in the V2 admin portal

Find answers and get help from Intercom Support and Community Experts

{assigneeName} needs more information from you