View and Approve Pending Changes in the Cloud
View and Approve Pending Changes in the Cloud
Here is how you view and approve Pending Changes. From the Organization Tab, please select Pending Changes:
You will be presented with a drop down menu, please select "Awaiting Approval" click on the green Button labeled "Approve Donor Change" for any donors that show that button. Then go back to the drop down and choose "Ready for Download"
Here you will see the list of names that need to be approved. By clicking on the green arrow to the right of their name it will show you their information and the yellow highlighted parts are what was edited.
In this case with ACME Corp. and Bob Amir, the next you time you sync their file will be updated with the new information.
Related Articles
Creating a Cloud User
You need Administrator privileges to set up Cloud users. Once you have logged onto the Partner DMS Cloud as an Administrator, go to Admin Settings > Cloud Users Set up the user profile to allow the user to log into Silent Partner Cloud To add a new ...MailChimp Integration
Silent Partner Cloud's MailChimp Integration allows you to create lists in Silent Partner that can then be shared to your MailChimp account. You can have several lists in Silent Partner; each integrates with a different MailChimp audience. The basic ...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, ...Filter and Query in Silent Partner Cloud April 30, 2021- Virtual Instructor-led Training
This is a video of our Silent Partner virtual instructor-led training, hosted on Friday, April 30, 2021. This virtual training session covers: Filter features to find donors in Silent Partner Cloud Filtering reports in Silent Partner Cloud How to ...
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.