Getting started: find your way around Yahiv
A plain map of Yahiv: what is on the top bar, where the Record button is, how to find a person, and where Settings live. Read this first if Yahiv is new to you.
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The top bar
Across the top you see Home, People, To do, Giving, Campaigns, Programs, Outreach and Insights. On a narrower screen only the page you are on shows its name — the others show a small picture. Hold your mouse over a picture to see its name. You only see the parts your login is allowed to use.
The top bar. Each picture opens one part of Yahiv. - 2
Home
Home is your daily start page. It shows money raised this month and this year, recurring giving per month, what is still owed on commitments, a chart of the last 12 weeks, a “Needs attention” list (declined cards, past-due commitments, follow-ups) and the latest gifts.
The top of Home changes with your role: admins see the setup checklist, staff see today's work. - 3
The “Record” button
Almost everything you enter starts with the yellow “Record” button at the top right. Click it to record a Gift, a Commitment (pledge), a Recurring gift, a Batch of checks, Scan checks, a Pledge list photo, or a new Person.
Click “Record” to see everything you can enter. - 4
Find a person
Type a name, a Hebrew name, a phone number or an account number in the search box at the top (press “/” on your keyboard to jump into it). Pick the person from the list to open their page.
The search box finds people by English or Hebrew name, phone or account number. - 5
Giving: gifts, commitments, recurring, deposits
Click “Giving” on the top bar. Tabs across the page take you to Gifts, Commitments, Recurring, Scan checks, Deposits, Hand-ins, Receipts to mail, Thank-yous, Video thank-yous and Stock & crypto.
The Giving tabs. - 6
Your avatar menu and Settings
Click the round circle with your initials at the very top right. Here you find My account (password and 2-step sign-in), Help, the language buttons (English / עברית / אידיש), Sign out and — for owners and admins — Settings.
The avatar menu at the top right. - 7
Settings (owners and admins)
Settings has a list on the left in three groups: Organization (profile, team, security, billing), Giving (processors, amounts & messages, texting…) and Data (import, backups, recycle bin…). Staff and fundraisers do not see Settings.
The Settings list on the left. - 8
Ask for help any time
Click “Ask Yahiv” at the bottom right of any page and type your question in plain words, like “how do I refund a check?”. You can also open Help from the avatar menu to read these guides.
The “Ask Yahiv” button is on every page.
Tips
- Press Ctrl+K (⌘K on a Mac) anywhere to jump to any page or person by typing its name.
- If you can't find a menu someone else talks about, your login may not include it — ask your account owner.
- New here? Follow “Your first day: a 15-minute tour” next.
If something isn't working
I don't see Settings in my avatar menu.
Only Owners and Admins see Settings. Ask your account owner to make the change for you, or to change your role under Settings → Team & roles.
I don't see the “Record” button.
Your login can view gifts but not record them, or your subscription is view-only. Ask an admin to give you “Can view & record” for gifts under Settings → Team & roles.
A page says “You don't have access to that page.”
Your role doesn't include that page. An admin can change what you can see under Settings → Team & roles → Edit access.
A page says “That part of Yahiv is turned off for your organization”.
An admin turned that part off. It can be turned back on under Settings → Features — nothing was deleted.