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Table of Contents
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Posi Giving User Guides

Glossary and Concepts

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nameGlossary_And_Concepts.pdf

Contact and Accounts

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nameContact_And_Account_Maintenance.pdf

Campaign Management

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nameCampaign_Management.pdf

Auxiliary Data Entry Functions

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nameAuxiliary_Data_Entry_Functions.pdf

Batch Donation Processing

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nameBatch_Donation_Processing.pdf

Quick Donate

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nameQuick Donate Guide.pdf

Recurring Donations

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nameRecurring_Donations.pdf

Major Gifts and Bequests

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nameMajor_Gifts_And_Bequests.pdf

Bulk Data Importing

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nameBulk_Data_Import_Guide.pdf

Receipting

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nameReceipting April 2020 Version 1.1.pdf

Reconciliation

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nameReconciliation Guide.pdf

Reports and Dashboards

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nameReports_And_Dashboards.pdf

Web Integration Toolkit (WIT)

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nameWeb_Integration_Toolkit.pdf

Payment Gateway Guides

Stripe

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nameStripe Payment Gateway Guide.pdf

NAB

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nameNAB Payment Gateway Guide.pdf

PayWay

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namePayway_Payment_Gateway.pdf

eWay

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nameeWay_Payment_Gateway.pdf

SecurePay

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nameSecurePay_Payment_Gateway.pdf

BPoint

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nameBPOINT_Payment_Gateway.pdf

Ezidebit

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nameEziDebit_Payment_Gateway_Guide.pdf

Paydock

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namePaydock_Payment_Gateway.pdf

Salesforce User Guides

Salesforce Basics

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nameSalesforce_Basics.pdf

Salesforce Mobile App

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nameSalesforce_Mobile_App.pdf

Using Salesforce with MS Outlook

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nameSalesforce_with_Microsoft_Outlook- August 2020 Release.docx

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