Vision2 Client Success

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

Duplicate Report

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

Track the progress of all tickets related to your company.

{assigneeName} needs more information from you