Profile

Organization's information with Click & Pledge and other vendors is set up and maintained through the Profile section.

Your Profile

• Account Information

  • Account Number
  • Organization Name
  • Primary Contact
  • Contact Email address
  • Tax ID/EIN
  • Your Website Address
  • Mailing Address
  • Receipt Reply To Email
  • Receipt / Email Notification
  • Phone
  • Fax
  • Tax Deductible Donations
  • Time Zone
  • Sector / Sub-Sector
  • Convenience Fee Fixed Amount
  • Convenience Fee Rate

• API Information

  • Select AccountID
  • Active
  • Account Type
  • Account GUID
  • Report Key
  • Username
  • Password
• Click & Act
  • Activate the Network
  • AccountID
  • API (PaaS / FaaS): Account GUID

Payment Setting

• Schedule
• Payment Frequency
• Minimum Check
• Send Check to Address
• Check Payable To

Subscriptions

• First & Last Name
• Email
• Mailing lists
  • Payment System
  • Joomla
  • SugarCRM

Policies & Procedures

• Terms & Conditions & Payment Policy

3rd Party

• Constant Contact Activation
  • Enable Constant Contact
  • Login Information (username, password)
  • eNewsletter
• Salesforce
  • Enable Salesforce
  • Login Information (username, password)
  • Token

Restrictions

• Country
• State

 

More:

Your Profile

Payment Setting

3rdParty

Restrictions

API Information