Artez Relationships - Managing Registrants, Donors and Teams
- Relationships - A Guide to Managing Registrants, Donors & Teams
- Searching for a registrant
- Searching for a donor/purchaser
- Search for a team
- Changing the details of a donation
- How to find why a donation has failed
- Voiding a purchase
- Refund/Void Payments through FrontStream Payment Gateway (ArgoFire)
- Changing the solicitor of a donation
- Transfer Funds (Soft Credits/Debits)
- Transfer Amounts (Soft Debit/Credit)
- How eCheques are processed
- Can I download a copy of all the Tax Receipts my organization has issued?
- Administrator issued tax receipts
- Voiding a tax receipt for a donation
- Viewing email delivery status for donors
- Issuing a duplicate or corrected tax receipt
- Changing answers to survey questions (donor UDFs)
- Changing answers to survey questions (registrant UDFs)
- Changing answers to survey questions (team UDFs)
- Monthly donation plan change card details, cancelling and updating number of monthly installments
- Monthly donation plan one time override
- Changing a registrant details (Name, Contact Info and Contact Permission)
- Resetting a registrant's password
- Resetting a locked out registrant account
- Viewing a list of donors for a registrant
- Viewing email delivery status for registrants
- Viewing and Voiding Registration payments for an event
- How to edit a participants fundraising goal
- Why are my participants not appearing on the scoreboard?