Help & FAQ

From any app, open Settings and look for Team or Members. Invited teammates share your organization's data and billing — they don't need a separate subscription.

No. Fundraising, Planning, and Contacts are each their own subscription. Use one, two, or all three — nothing is bundled unless you choose Fundraising, which includes Planning and Contacts free.

It totals active, confirmed gifts from your Partners list against the monthly goal you've set in Goals — updated automatically as partner records change.

Yes — adding a partner searches your Contacts first, so you're never keeping two versions of the same person's information.

One focus at a time, not twenty competing priorities — the single most important outcome your team is driving toward right now.

Contacts checks for matching names, phone numbers, or emails across your imports and flags likely duplicates on the Duplicates page for you to review and merge.

Visit your Billing page — you can change plans or seat count there any time, and changes take effect immediately.

From Billing, click Cancel Subscription — no need to email us or call anyone. You'll keep access through the end of your current billing period.