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

  • Clangleben of Orchos Chaim - Jul 16, 2024

  • Leviyr of Talmud Torah Vorka - Jul 15, 2024

  • Rabbikoenig of Talmud Torah Vorka - Jul 15, 2024

  • mscheiner of Congregation Vorka Education Center - Jul 10, 2024

  • mnoble of Yeshiva Gedolah Zichron Moshe - Jul 10, 2024

  • agruenstein of Yeshiva K'tana of Waterbury - Jul 10, 2024

  • Tiferes1234 of Tiferes Yoel Inc. - Jul 08, 2024

  • ataub of yeshiva darchei torah - Jul 05, 2024

  • Duvi Welz of Bais Rochel - Jul 03, 2024

  • P. Zieg of Mosdos Pupa Linden - Jul 02, 2024

...