Donors/Fundraising
Finding First Time Donors from the Fundraising Module
How do you identify and market to your first time donors? First, create an Individual List for a particular year: e.g., First Time Individual Donors Under Dynamic Criteria section, in the ‘Inclusion Criteria’ sub-section, click to ‘Add New Criterion (query builder) Once in Query Builder, choose Individuals who Match: Interactions -> Donors -> [‘Year’ if…
Changing The Fine Print at the Bottom of Invoices
MatrixMaxx allows you to edit the ‘Fine Print’ text that displays at the bottom of most invoices that MatrixMaxx produces. You may edit the text at the bottom of invoices in the following modules:
Using Change History to see if an Application has Changed
In many cases, your members have the ability to edit applications or registrations after their initial submission. You may view these edits using change history reports provided with each application.
Canceling vs. Rejecting in MatrixMaxx
While processing an application, registration or purchase in MatrixMaxx, you may have seen both an option to Cancel the application and the option to reject it. Here are the basic differences between these options and when you would want to use one versus that other.
Processing a Refund
There are many reasons why you many need to process a refund in MatrixMaxx. The following article will give you the steps you need to follow.