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
Contacts & Organizations
How to add a new contact
How to add a new organization / 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
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
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 / activity history
Reports & Insights
Basic reporting overview
Integrations
Overview of available integrations
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Reports & Insights
Articles
Basic reporting overview
Overview of reports available in HelpOne and how to use them.
