Related Articles
Merging Clients
***Please note once this action is permanent and once it has been completed it cannot be undone. Step 1: Select “Clients” and “View Clients” from the menu at the top of your dashboard. Step 2: Choose the more button with 3 lines beside the add new ...
Importing Your Clients
Step 1: Select the “Client” option from the menu at the top of your screen. Step 2: Select the “Import/Export” option from the drop-down menu. Step 3: From the “Clients” tab select the three lines in the top right corner. Step 4: From this menu ...
Importing Your Clients Donors
**Please ensure you have added the client into Veriport before attempting to import the donor’s for the client. Step 1: Select the “Client” option from the menu at the top of your screen. Step 2: Select the “Import/Export” option from the drop-down ...
Adding Donors
Click the “Client” drop-down menu on the top menu bar. Select “View Clients”. Beside your client’s name click “View”. In the Donor section click the green “New” button. Fill in the donor’s information; first and last name, date of birth, donor ID, ...
Adding Multi-Users
Step 1: Select “Clients” and then “View Clients” from the menu at the top of your screen. Step 2: Select “View” beside the company you would like to add the multi-user to. Step 3: At the bottom of the page you should see the section called “Account ...