Using Breakeven Help (1)

      How do I issue a refund for a donation?

      Getting Started (5)

        "Full Causeview User" Permission Set
        Standard User License
        admin of user layouts

        Best Practices (4)

          Event Record Display Suggestion
          Import Gifts
          In-Kind Gifts

          Campaigns, Appeals and Events (33)

            causeview app on iphone
            Event Registration Notification E-mail
            Campaign/Appeal Detail

            Ideas (4)

              Feature suggestion
              Transaction workflow with email
              Gift Batches with donor-advised funds: Two ideas

              Organizations, Households and Individuals (36)

                New Household address process
                Merging Organizations
                How do we fulfill a pledge in the system if donor wants to pay with a credit card?

                Actionpages (16)

                  Does inactive free Event display an ActionPage form?
                  JQuery Conflict Issues
                  Registering and Procuring for an Event

                  Prospects and Opportunities (8)

                    Pledge record type
                    Can you use web-to-lead to create a form when you have Causeview installed?
                    Changing a Standard Field

                    Funds (1)

                      Cloning Funds

                      Transactions, Payments and Allocations (65)

                        Donor Retention Rate
                        Is there a way to manually charge a new recurring gift credit card without changing the payment schedule in IATS?
                        Recurring Payment entered Manually

                        Donations and Soft Credits (16)

                          Recurring Transaction without recurring gift
                          Difference btwn Lifetime fields
                          Internal Solicitor field on Transaction

                          Gift Batches and Batch Presets (18)

                            Updating to the Enhanced Gift Batch Interface
                            Why is the Fund being overwritten by the Appeal?
                            Gift batch shortcut

                            Receipting and Acknowledgements (26)

                              Auto Email Receipt Date
                              Adding Pictures to a letter
                              Can I use the CCexpiry Apex Class even if I do not use iATS?

                              Donor and Volunteer Portal (0)

                                No recent posts to display

                                Reports and Dashboards (16)

                                  Organization First Gifts and Last Gifts.... report will not generate the actual last gift given
                                  Report for Organization Gifts from last year
                                  YTD Vs Prior YTD Update?

                                  Volunteer Management (8)

                                    Applying Role Templates
                                    Fields which appear in volunteer portal
                                    Removing full shifts from the portal

                                    Tasks, Calendars and Communication (1)

                                      Viewing activity of other users

                                      Apps (1)

                                        Modifying Receipt App

                                        Miscellaneous (13)

                                          Overall Lifetime Gift Amount field on Campaign page
                                          Optimal Payments/Netbanx data center migration
                                          Salesforce Lightning
                                          Home |  Articles |  Q & A
                                          Privacy & Security Statement  |  Terms & Conditions
                                          Copyright © 2013 Breakeven Inc - All rights reserved.
                                          Powered by Magentrix