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  1. HELPFUL VILLAGE
  2. Maturity phase
  3. Memberships

Memberships

Configure memberships, create a new member, member renewal online, membership directory, membership status, deceased primary/associated member, username and shared email, retention plan

  • How to Download Tax Deductible Donation Report
  • How does the Notes tab work ?
  • Which information is stored in the Activity tab ? How to send a message ?
  • How does the Docs tab work? How to upload / delete /download a document?
  • How to upload templates for snail mail and how to apply them?
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