In order to sell items using your Point of Sales Terminal, you will first need to add the items as Products in Compass-360. Go to the Point…
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Compass-360
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Point Of Sale
Cleaning Up Constituent Salutations
Before printing or emailing invoices or thank you letters, you’ll want to make sure the salutations for your guests are correct. You can check and clean up…
Read moreAdding Constituent Sub Types
If you need to further categorize your constituents, you can do so by creating Constituents Sub Types. Navigate to the Site Setup module. In the Select list…
Read moreRecording a Payment on an Existing Pledge
If payments for your pledges are coming to you as a check or cash, you can manually record the payment of the pledge. Navigate to the pledges…
Read morePledge Portal & Donor Notifications
If a credit card associated with a pledge has expired or is declined when the pledge is being processed, the Pledge Status will be marked as Suspended,…
Read moreCreate a Pledge
You can create and process monthly, quarterly, and bi-annual pledges in C360 via the the Pledges Module. Setting Up A Pledge First, select Create New Pledge from…
Read morePledges and Recurring Payments
Pledges can be created through several different streams in C360. Most commonly, pledges are recurring donations, but they can also be payments against memberships or event paddle…
Read moreMerging Duplicate Constituent Profiles
If your constituents have duplicate profiles on their constituent record, you can Merge those profiles together. Run a query to show all constituents with multiple profiles. From…
Read moreAdding Custom Prefix and Suffix
If you need to add custom prefix or suffix to more accurately describe your constituents names, you can do so in the Site Setup module. Navigate to…
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