Documentation Update Tag Archive

Documentation Update

The following documentation has been updated:

How to cancel and re-import an Envelope

How to handle situation where one zip code is split between two United Ways

How to restart the Andar services

All-in-One-Page Pledge

Configuration Report - Web Options

Import the DC Parameter flag: Publish on the Web

Connector Import Actions: Add and Update

Mass Delete Addresses, e-Mail Addresses, and Phone Numbers (Action: delete)

Up-to-Date Help

Starting with Andar 2018.01, Help will no longer need to be downloaded and installed to your Andar server.

The Help menu in Andar will automatically take the user to the Help on our Support Center web site instead.

This will ensure that everyone has the most up-to-date help.

Documentation Update

The following documentation has been updated:

Quick ways to create an Account Warehouse

How to safely stop and start Andar services

How to use the Table List

Donor Advised Fund

Memo Transactions

Stock Gifts

Credit Card and ACH Processor (CCAP)

How To Set Up e-Mail Alerts

Combined Givers and Combined Leadership Gifts

 

Documentation Update

The following documentation has been updated:

Andar Connector Import:

Agency Descriptions
CB Allocations
CB Funding Source
Documents
Prospect

Online Statements and Payments

CB Packages: Automatically save entered data

CB Packages: Complete All Items

CB Program Evaluation Form: Answer Table

e-Pledge: Employer Zip / Postal Codes

e-Pledge: Start pledging using a Shopping Cart

e-Pledge: the donor re-visiting the Pledge page after completing a pledge

e-Pledge: Employee Campaign Coordinators maintain their own e-mail templates

Plan Actions

Workflow Plan

Documentation Update

The following documentation has been updated:

Style Sheet, Web, and JavaScript Library

Re-submit Web Reports from My Output

Style Sheets for the Agency Search Section in e-Pledge

Note Variables for Your Organization Account

Use Bio Tab or Dashboard Name as Report Title

Creating New Accounts for Volunteer Team Members

Style Sheet for Volunteer Calendar

Documentation Update

The following documentation has been updated:

Data Policies

Recurring Pledge Rules in Andar and e-Pledge

Campaign Dates

Move Transactions

Change Logs for Billing Schedules

Publish on the Web for Standard M Reports

System Preferences for Web Designations

Documentation Update

The following documentation has been updated:

Data Import via Andar Connector - Getting Started

Employee Information

Report - Cash

Report - Campaign Level Summary

Report - Campaign Level Detail

Report - Daily Status

Report - DC Detail

Report - DC Summary

Report - Employee Status

Report - No Response

Report - Response

Report - Summary 1

Report - Summary 2

Report - Transaction

Report - Transaction Payment