Your first day: a 15-minute tour
A short walk through the things you will do every day: find a person, record a gift, take a pledge, check what needs attention. Do it once with the sample data and you will feel at home.
Before you start
- You are signed in. If your account has sample data, use it — nothing you do with sample people is real money.
- 1
Minute 1: look at Home
Open Home (the house picture at the top left). Look at the four boxes: “Raised this month”, “Raised in” this year, “Recurring, per month” and “Still owed on commitments”. Click any box to see the list behind it.
“Raised this month” — the first of the four number boxes on Home. - 2
Minute 3: open a person
Type “Levin” in the search box at the top and pick Mr. Avraham Levin. His page shows his phone, email, address, Hebrew name, lifetime giving, what he owes, family, saved cards and everything that happened (the Activity list).
A person's page: details on the left, giving and activity on the right. - 3
Minute 5: record a gift
On his page click the green “Gift” button. Type an amount, click “Cash”, leave “Not deposited yet” as it is, and click “Save gift”. You land on the gift's own page with a receipt number.
A cash gift ready to save. - 4
Minute 8: take a pledge
Click “Record” → “Commitment”. Pick a person, type the amount, choose the Type (Pledge or מתנה בלי נדר), write the Occasion (for example “Aliyah — Shabbos Noach”) and click “Save commitment”.
A commitment can be a Pledge or a מתנה בלי נדר. - 5
Minute 11: see what needs attention
Go back to Home and look at “Needs attention”: stopped recurring gifts, past-due commitments and follow-ups due this week. Click one to open it. The bell at the top shows all alerts.
“Needs attention” shows what to do next. - 6
Minute 13: find today's work
Click “To do” on the top bar. “Today's work” puts follow-ups that are due, money owed, failed recurring gifts and texts waiting for an answer in one list.
Today's work: one list of everything waiting for you. - 7
Minute 15: ask a question
Click “Ask Yahiv” at the bottom right and type a question such as “how do I mark checks deposited?”. The answer comes from these help guides.
Ask Yahiv answers in plain words.
Tips
- Practise on sample people first. An admin can remove all sample data later in one click from Home.
- You can't break anything by looking. Only buttons like Save, Charge card, Void or Refund change things.
- Keep the shortcuts in mind: Alt+G records a gift, Alt+C a commitment, Alt+N adds a person.
If something isn't working
“Save gift” says “Choose a donor”.
Type part of the name in the Person box and click the person in the list that drops down. Typing the name alone is not enough — under the box you'll see “Pick someone from the list” until you click one.
The button says “Charge card” instead of “Save gift”.
The payment type is still “Credit card”. Click “Cash”, “Check” or another type first.
I don't have a “To do” item on the top bar.
Your login has no access to People, or an admin turned off Today's work under Settings → Features.