Data Management
people and organization management
9 articles in this collection
Written by Maggie Vice
Written by Maggie Vice
Remove Visibility Permissions
Steps to remove visibility permissions to provide individual statements for spouses
Written by Maggie Vice
Updated over a week ago
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
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
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
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
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
Updated over a week ago
How to create a household
Video instructions to create a new household
Written by Maggie Vice
Updated over a week ago
Updated over a week ago
Is there a way to define relationships?
Video instructions to define relationships in Vision2
Written by Maggie Vice
Updated over a week ago
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
Updated over a week ago