CLOUD- Creating a new connector
CLOUD - Creating a new connector
N.B Only Cloud administrators can create new connectors
Start off by going to Admin Settings-Donor Access:
Click on Manage Connectors
Scroll down till you see Manage Connectors, click on Add Connector
Here you will enter the information regarding the connector. Click on Save when done.
In order to edit any connector, click on the pencil icon and edit. You can also set one connector as the default one which is by default a General connector meaning everyone has viewing access to this donor.
You cannot delete connectors if they are attached to a donor, web user or security group.
Related Articles
Bulk add Connectors and/or My Tags
Starting from your Green Screen, go to Maintenance and please click Import Data Here you will be presented with the External File Import wizard. You have the options of Updating existing addresses or Import new names/addresses (default) Under File ...Creating Labels on Silent Partner Cloud
Just like Silent Partner Desktop, the Cloud allows for the easy creation of Labels by generating a merge file. Step 1 Access Silent Partner Cloud and choose CRM on the left-hand menu. Step 2 On the CRM page, choose 'Labels' under 'Quick Searches'. ...How to Process Receipts in Silent Partner Cloud
Before processing receipts in Silent Partner Cloud, you would need to receipt donations in Silent Partner Desktop and run a Cloud sync. In Silent Partner Cloud, along the left side panel, hover over Communications, then click Receipting. This opens ...Silent Partner Cloud for Fundraisers
Learn all the basics of Silent Partner DMS Cloud in this 20 minute webinar. Silent Partner DMS II - Cloud for Fundraisers Hosted by Penny Rolinski About this webinar If you are new to using Silent Partner DMS Cloud, this is where to start. In this 30 ...Online Donations - PayPal: Creating buttons
Creating and Testing your Form in the PayPal Sandbox The PayPal Sandbox has been set up to work exactly like the live PayPal site, except no real currency changes hands. You can make and receieve donations, view transaction history, refund donations, ...
Societ Academy
Learn what you need to know, any time. Free!
- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.