Updated Articles

  1. Vendor management basics

    Last Updated: 08/15/2026 in IT Assets & Equipment
    Add and manage vendors in HelpOne.

  2. How to manage campaign progress and goals

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    View and manage fundraising campaign progress and goals in HelpOne.

  3. How to link a contact to an organization

    Last Updated: 08/15/2026 in Contacts & Organizations
    Link a contact to an organization or company in HelpOne.

  4. How to manage recurring donations

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    View and manage recurring donations in HelpOne.

  5. Best practices for data hygiene

    Last Updated: 08/15/2026 in Getting Started
    Best practices for keeping clean, accurate data in HelpOne.

  6. How to add a new volunteer

    Last Updated: 08/15/2026 in Volunteers
    Add a new volunteer in HelpOne and complete their profile.

  7. How to handle refunds or adjustments

    Last Updated: 08/15/2026 in Fundraising & Campaigns
    Process a refund or adjustment on a donation in HelpOne.

  8. How to track volunteer hours and activities

    Last Updated: 08/15/2026 in Volunteers
    Record and track volunteer hours and activities in HelpOne.

  9. How to log in and navigate HelpOne

    Last Updated: 08/15/2026 in Getting Started
    Learn how to log in to HelpOne and navigate the main sections of the platform.

  10. How to add a new contact

    Last Updated: 08/15/2026 in Contacts & Organizations
    Step-by-step instructions for adding a new contact in HelpOne.
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