Introduction

Through your account, you can see which contacts are currently online using the Online Now section of CharityEngine. The contacts that will show up here are people logged into CharityEngine who may be performing daily jobs, fundraisers logged into their Peer-to-Peer dashboards, organizational employees logged in, etc.

Prerequisites 

1. No prerequisites required

Instructions

FAQs & Further Reading

N/A

• Merge Contacts
• Peer-To-Peer Dashboard: How To Join a Team
• Peer-To-Peer Dashboard: Editing Team and Individual Pages
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Data Hygiene: De-Dupe Households
• Managing Web Form Fields- Adding Validations
• Shopping Cart: How to Configure the Checkout Subtab
• Shopping Cart: How To Create a Shopping Cart to Sell a T-shirt
• Shopping Cart: How To Create Products
• Contacts
• Contacts: How to Create, Use and Manage Cases (Legacy)
• Web Forms: How to Design Your Web Form (Legacy)
• Sustainer Re-Activation: How to Send Sustainers the Re-activation Form
• Web Forms: How to Manage Out of the Box Payment Block
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool (Legacy)
• Trigger Tool – Creating an Opt-In List (Legacy)
• Web Forms: How to Manage Out-of-the-Box Donation Block
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Contacts: Updating Donor Passwords (Legacy)
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters (Legacy)
• Web2CRM User Guide
• Web Forms: Creating and Mapping Custom Field on a Form
• Web Forms: How to Add an Email Opt-In List
• Web Forms: How to Change the URL Suffix
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Online: Constituent Portal Front End
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• New Filters for building Contacts Reports
• Web Forms: How to Add an E-Card to a Form
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Calculated Custom Fields
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Promoting Custom Fields on Contact Summary Page
• Giving History and More Contact Filters
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting (Legacy)
• Developer: Integration with Google Analytics and Google Tag Manager (Legacy
• Contact Records: Creating Custom Field Groups and Custom Fields
• Creating Custom Fields
• Campaign - Surveys: How to Create a Poll & Survey Form and How to View the Results
• Web Forms: How to Create a List Sign Up Form (Contact Type Web Forms)
• API Configuration: How to Configure your WealthEngine API Key
• Automation & Workflow: Merging Contacts in Bulk through Importing
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Reassigning a Contact
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Online: User Center Configuration (Legacy)
• Communication: How to Send Messages from Listing Screens
• Contact Records: Changing Contact Type (Legacy)
• Creating an Event with Free Tickets
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Removing Audience Members From Lists
• Data Importing: How to Import Relationships
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Memberships: How to Manage Existing Membership Records
• Contacts: How to Create and Manage Activities (Legacy)
• How to Create a Solicitor
• Web Forms: How to Assign Tags through Form Submission
• Web Forms: How to Hide Tickets on an Event Form
• Contact Records: Addresses
• How to Bypass Payment Information on a Free Event
• Events: How to Create a Survey for Your Event
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Contacts: Creating & Adding Tags or Groups (Legacy)
• Contacts: How to Identify and Use the Outlook & Constituent Ranking
• How to Add Multiple Funds to a Web Form (Legacy)
• Printing the Contact Summary Page
• Configuring Salutations
• Adding Seasonal Address
• Contact Record Page
• Contacts - Editing Contact Record Panels
• Contact : Notes
• Contacts: Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration & Reporting(Legacy)
• Contacts : Files
• Contacts: How to Create and Manage Household Contact Records
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Contacts: Adding Contacts to Your Basket for Exporting
• Contacts: A Guide to the CharityEngine Projects Feature
• Contacts: Relationships & Connections
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Reports & Analytics: How to Use the Constituent Density Report
• Contacts: How to Create and Manage People Contact Records
• Contacts: How To Set Your User Preferences
• People: People, Households, & Organizations Search
• Online: Online Constituent Portal Configuration
• People: Creating & Adding Tags or Groups
• Data Importing: How to Import Contact - People Data
• Data Importing: Contacts & Use of Contact Matching
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Sending Tracked Emails
• How to Clear Contacts from Groups, Tags, and Lists Using Trigger Tool
• Contacts: How to Create and Manage Organization Contact Records
• Contacts: How to Create and Manage People Contact Records
• Contacts: How to Create, Use and Manage Cases
• Contacts: Updating Donor Passwords
• Memberships: How to Create a Membership Type (Configuration)
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Contacts: How to Create a New Affiliate/Chapters
• Opportunities - Moves Management: How to Set-up Solicitors and Defining Types of Solicitors
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Automation & Workflow: Merge History
• Contacts : Deleting Contacts in Bulk
• Contacts : Legacy vs. Compliance
• Leveraging Opportunities for Existing Major Donor Management - Cultivating
• Opportunities - Moves Management: Locating and Managing Existing Opportunities
• Contacts: People, Households, & Organizations search (Legacy)
• Search & Manage Contacts
• Adding "Double the Donation" to a Form