Knowledge Base

Donor Management with Salesforce

  • Donor Management with Salesforce: C&P Settings - C&P Accounts

    Version: 9.180816xxxx Click & Pledge offers multiple integration options to help customers maximize their efficiency and fundraising potential with Salesforce. This article gives clear instructions on how to integrate Connect with Sale...

    Last Updated: Aug 28, 2018 05:24AM EDT
  • Donor Management with Salesforce: Reconcile your bank deposits

    Version: 9.180816xxxx Applicable to TSYS Merchant Account Users Only This article will walk you how to generate a Salesforce report for reconciliation with your bank deposits. Navigation Download TransLink report of bank deposits Cr...

    Last Updated: Nov 01, 2018 02:10PM EDT
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