HelpOne's Knowledge Base
Table of Contents
Table of Contents
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Glossary
Getting Started
Welcome to the HelpOne Knowledge Base
How to log in and navigate HelpOne
Understanding the main dashboard
Best practices for data hygiene
How to hide or show modules
Contacts & Organizations
How to add a new contact
How to add a new organization or company
How to search and filter contacts
How to link a contact to an organization
Volunteers
How to add a new volunteer
How to track volunteer hours and activities
How to manage volunteer availability and scheduling
Fundraising & Campaigns
How to create a fundraising campaign
How to record a donation
How to record a pledge
How to send a donation acknowledgment
How to manage campaign progress and goals
How to manage recurring donations
How to handle refunds or adjustments
Events
Participants
How to register a participant for an event
How to view and manage event participants
How to check in participants at an event
How to communicate with event participants
How to create an event
How to check in volunteers at an event
How to check in with a QR code
Finance & Expenses
How to add and track an expense
How to manage expense categories and types
IT Assets & Equipment
How to add new equipment or IT assets
How to track equipment assignments and returns
How to view and manage software licenses
Vendor management basics
Working with purchase orders
Communications
How to create and use email templates
How to run a mail merge or bulk email
How to send an SMS or text
Calendar & Scheduling
How to use the calendar
Users, Permissions & Settings
How to invite a new user and set permissions
How to create and assign tasks or follow-ups
Understanding the audit log and activity history
Reports & Insights
Basic reporting overview
How to run Form 990 and CHAR 500 reports
Integrations
Overview of available integrations
HR & Staff
How to add a staff member
How to run onboarding for a new hire
How to request and approve time off
How to complete a staff review
How to send a document for e-signature
Policies & Procedures
How to create a policy book
How to submit a policy for approval
How to export a policy as a PDF
Training
How to create a training assignment
How to track training progress
How to send training reminders
Payments
How to process a donation payment
How to process an event payment
Understanding HelpOne payment rates
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