Silent Partner FAQs
How to Read Your Silent Partner Software Invoice
Starting on June 6, 2022, Silent Partner Software is implementing the first phase of a new billing system. Through the coming year and subsequent phases, we will bring a better customer experience to you, including a clearer invoice, a customer ...
Silent Partner Software - Response to Log4Shell exploit in Java (December 2021)
The Silent Partner Product and Development teams have reviewed the Log4Shell exploit in Java (a logging tool used in many Java-based applications) that was disclosed on December 9, 2021. Currently, Silent Partner Software is not aware of any impact ...
Silent Partner Tech Specs and Minimum Requirements
This article summarizes the minimum technical specifications and system requirements for any machine accessing Silent Partner. Silent Partner Desktop • Minimum Desktop Requirements: Windows 10; 4GB ram; Dual Core or Higher, network access • ...
How to use Splashtop to share screens with the Silent Partner Support Team
Everyone at Silent Partner respects the confidentiality of our clients and their data. We do not want to accidentally see information we should not see. Before allowing Support access to your computer, it is important to remember that anything on ...
How to adjust the microphone during a Zoom meeting
Hover your mouse near the bottom left of your screen when you are in a Zoom meeting. When you see the buttons in the image below, click on the upward arrow first and then click on the "Audio Settings…" option. The Settings window should open to ...
What is a Zoom meeting?
Zoom.us is a web-based meeting app which allows us to share computer screens, speak with and see each other. Zoom can also record meetings, which can be very useful for workshops and trainings because you can review the recording and information ...
Is there a way to change the date of a donation or batch without deleting the batch?
Yes, as long as the batch has not been posted, you can change the date of the batch or remove/edit donations within it. To do that (once you have entered at least one donation in that batch) go back into the donation entry screen (i.e., clicking the ...
Can I look at a batch that has already been posted?
You will need to go to the batch selection screen then click the button labelled “View old batches”. Highlight the desired batch in the list, then click "View". This will open the Donation Batch Summary report in Excel, at which time you can reprint ...
I posted a donation to the wrong donor, is there any way to change it?
CRA regulations do not allow any changes to be made to receipts. What you need to do here is enter another donation for the “wrong” donor, using the same date and everything but with a minus amount (if the original donation was 100.00, make this one ...
What type of donor can get an Official Tax Receipt? And what types of donations are Receiptable?
To get a receipt at the end of the year, the “Charitable Gift?” field on the donation entry screen must be set to “Yes” — if it’s “No”, they will get no receipt. If it is “Yes”, then, if their donor type is “I” or “B”, they will get an “Official ...
It’s January, why can’t I enter new donations for this New Year?
You need to close off the previous year before you can enter new donations in a January batch. Also, if you are wondering why your January PAC batches aren't showing up in the “batches to be posted” window, that’s the reason. To close off the year go ...
For our mailings, we need to have the addresses in upper case. Is there a way to do this?
Yes. From the main menu, pick Maintenance → Miscellaneous items → Label specifications. In there you will find checkboxes marked “Label output forced to UPPER CASE” “Envelope output forced to UPPER CASE” and “Merge output forced to UPPER C
I need to do a query at the end of each month to issue tax receipts to those who have not requested annual receipts. How should I do this?
There is an easy way to do this: From the receipt screen select on the icon “Receipts all in scope” (or click on the F5 key). At the top of the window there is a check-box that allows you to include or exclude annual-receipt donors. If you uncheck ...
Are your articles printer friendly?
Yes they are! By selecting the Print Icon located to the right of the article. It will print out just the article itself.
Do you have any training videos we can watch?
Yes we do! Please visit http://silentpartner.support/how-to-videos/ and we will be adding much more videos in the near future.
What type of files can be imported into SP?
.txt files and .csv file formats can be imported into SP.
I think I have duplicate names in my database. How do I deal with these?
1) Double check if you have duplicate names by running the pre-built basic filter called “Duplicate name and city”. This will scan your database for records that have the same last name and are located in the same city. Names in this list may not ...
Can I import a list of names from Excel into Silent Partner instead of typing them all in individually?
Yes, in all likelihood but it depends somewhat on how the columns are set up in Excel. It is important to have first and last names in separate columns, also city, province and postal code; also, if there are phone numbers, either the area code needs ...
Is it possible to get Silent Partner for Mac and if so how much would that cost?
Sorry, Silent Partner is a Windows-only program. HOWEVER you can run Silent Partner via 3rd party programs on Macs such as "Parallels" or by booting into Windows (you must obtain a copy of Windows) using Bootcamp. Since we've learned that many of our ...
Is it safe to upload and download documents from Cloud Services?
Silent Partner Software's servers have real time virus scanning. Each uploaded file is scanned before it is saved to the Cloud.