Help Articles

Help Articles

Customer Setup

Imports

Imports: "Fund to Constituent Relationship" file
Imports: "Recipient Page Fund Recipients" File
Imports: "Recipient Page Fund Bullets" File
10 articles Active 3 mths ago

Raiser's Edge NXT Integration Setup

Articles and updates from Impact by Evertrue
RE NXT Integration: Adding the Constituent Attribute
RE NXT Integration: Connecting the API
RE NXT Integration: What fields connect to Impact?
4 articles Active 7 mths ago

Using Impact

Dashboard

Articles and updates from Impact by Evertrue
Impact Dashboard
1 article Active 5 mths ago

Funds

Articles and updates from Impact by Evertrue
Sample Endowment Fund Financial Page
Fund Tab: Explained
2 articles Active 3 mths ago

Constituents

Articles and updates from Impact by Evertrue
Constituent Tab: Explained
1 article Active 5 mths ago

Recipients

Articles and updates from Impact by Evertrue
Bulk Image upload (Recipient photos)
Recipient Tab: Explained
Impact Statement Template Page Examples
3 articles Active 1 mth ago

Creating Reports

Articles and updates from Impact by Evertrue
Creating Reports: Step by Step Guide
Financial Page Options
2 articles Active 7 mths ago

Creating Report Templates

Articles and updates from Impact by Evertrue
Donor Report Template Example
Creating a Report Template: Step by Step Guide
2 articles Active 6 mths ago

Using Report Delivery

Articles and updates from Impact by Evertrue
Using Report Delivery
1 article Active 6 mths ago

FAQ's

Frequently Asked Questions

FAQ: “What if I need to update the fund name/other fund information in Impact?”
FAQ: I forgot my password! What do I do?
FAQ: What do I do if I'm locked out of Impact?
10 articles Active 1 mth ago

Account and Admin

Administration

Articles and updates from Impact by Evertrue
2 articles Active 2 mths ago

Managing Users

3 articles Active 6 mths ago

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