Managing givers
How to communicate with and manage the most important people in Generous - the givers
- Assigning the same ID to all anonymous givers
- Cancelling a recurring transaction
- Including a fund in transaction reports
- Recording an offline donation
- Following up on the givers' pledges
- Adding or editing a financial goal
- Contacting the givers who made a pledge
- Adding a new or editing an existing fund
- Generating a gift statement
- Viewing and updating the congregant's details