Knowledge Base

Donor Management (Salesforce App)

  • Donor Management and NPSP

    Many nonprofits who use Salesforce opt to use both Click & Pledge’s Donor Management App (aka PaaS - Payment as a Service) and the Nonprofit Success Pack (NPSP) to manage their fundraising activities. You may use both of these apps simu...

    Last Updated: Feb 26, 2018 04:38PM EST
  • Donor Management for Salesforce: Processing the Temporary Account when Double the Donation Transaction is posted

    Version:9.180415xxxx Prerequisite: Step i: Double the Donation should be integrated to Click & Pledge. How to integrate Double the Donation to Click & Pledge account:click here Step ii: Enable Account Matching Gift in Opportu...

    Last Updated: Apr 17, 2018 10:01AM EDT
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