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Data Management
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