Using the C&P Portal
https://portal.clickandpledge.com is where you can login to manage your Click & Pledge account. Most of the functionality you will use for C&P is within Salesforce; however, on occasion you will need to login here.
San Francisco Zen Center - Click & Pledge Portal
San Francisco Zen Center - Account Profile
Here's where you will find some important information about your Account with Click & Pledge
Click & Pledge Connect
Separate from the C&P Portal is the C&P Connect. Increasingly this site is being used to help clients manage their account and all donations, etc. with Click & Pledge. For example, this is where you will come to issue a credit for a donation, should you need to refund a gift.
Issuing a Credit to a Donation or Transaction
This article describes how to issue credits from the Connect site: http://forums.clickandpledge.com/articles/connect/16588-how-to-credit-a-transaction?146-How-to-Credit-a-Transaction=
0 Comments
Add your comment