Setup
How to do a Silent Partner Cloud Sync
From your Green Screen, click the Cloud Icon (just below the Window Menu and bottom right center tile): Click Yes to start the process. Silent Partner application will run its process and inform you of the updates done. Silent Partner will let you ...
Setting up email in Silent Partner Cloud
How to set your email address to email individuals from the Cloud. If you want to send email to donors by clicking the link on their donor profile, you must set up your Primary Email Client. There are three options you can choose from to set this ...
CLOUD- Creating a new connector
CLOUD - Creating a new connector Version 1, last updated by Silent Partner support 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 ...
Cloud Groups
Groups A Security Admin takes care of staff members' access to the Cloud: login and password, roles, groups, connector assignments and GL assignments. A DMS Admin deals with things related to donors and donations that regular users cannot do: ...
Exporting Data for MapMyPartners from Silent Partner Cloud
Please login to the Cloud and select Reports In the Reports menu, please select Account Activity If you have more than one office, please select the desired one, if not select All My offices Select the appropriate dates in the Donations from and To ...