Understanding Accounts

What is an Account? An account is an entity about which information is stored. Generally an account is someone associated with your organization: a donor, potential donor, parent, student, teacher or anyone else who is associated with you. Whe...

Associations are used to identify accounts, payments or pledges. Linking associations to specific accounts will help you group accounts so that in the future you will easily be able to pull them up based on the association. Example: Honoree Joe...

The Search Accounts screen is used for inserting contact logs, prospects, donor class and associations in bulk, as well as exporting account lists into excel. To open the Search Accounts screen navigate to Accounts > Search Accounts. Fill Lists...