Fundraising Collection Portal Update

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asked Feb 17, 2022 in New Feature by Motty
Fundraising Collection Portal Update

1 Answer

answered Feb 17, 2022 by Motty
selected Feb 17, 2022 by Admin
 
Best answer

With this portal you can search for a donor in your database by name, number, account number and address. You can add donors from this portal to your database as well. 


You can pay off pledges or take new donations, set up future credit card and more with this portal. 

This portal can work with our handheld device that has a built-in receipt printer and credit card swiper or on your smartphone, tablet, or computer.  

 

Our Handheld device

 

New Updates Added

 

  • Fast Mode – Temporarily Turn off pledges/payment history for faster collection method.
  • Added additional info in search results for example Father/father-in-law. 
  • Quick Pay account for anonymous donations.
  • Notes can be sent to email and directly entered into JL on the person’s account. 

 

Many more features to come!


If you would like to purchase this portal please contact our sales department 718-305-6762 Ext 1 

 

commented Mar 13, 2023 by Motty

We added the following options

  •  To set a solicitor
  • To filter which campaigns you want to show up in the history tab
  • An option from what date you want to see history.  

 

 

Let's Welcome our New Members

  • astauber of JLS - Mar 27, 2024

  • yaakova of Bnos Menachem - Mar 26, 2024

  • GElefant of YGZM - Mar 21, 2024

  • bmiskin of Yeshiva Gedolah Zichron Moshe - Mar 20, 2024

  • cungar of Kollel Chatzos - Mar 18, 2024

  • sstein of Masores - Mar 18, 2024

  • RochelPultman of Prospect Park Yeshiva - Mar 11, 2024

  • rlefkowits of talmud torah ohel yochanan - Mar 11, 2024

  • Barber739 of Bnos Menachem - Mar 10, 2024

  • Chani Schwarz of Yeshiva K'tana of Waterbury - Mar 07, 2024

...