Accounts

• Windfall Integration
• DonorSearch Integration
• Data Privacy and Consent
• Managing Accounts Video
• How do I use the Timeline?
• Account List
• Origin Tracking
• Favorite Accounts
• Account Flags: Do Not Contact & Deceased
• Account Custom Fields
• Invitations
• Congressional Districts
• Relationships
• Company Contacts
• Salutations
• Editing, Deleting, and Migrating Account Custom Field Options
• Configuring Custom Fields
• Creating Printed Receipts
• Households
• Configure Your Account View