--- title: Humanitru Database | Help Center description: Your CRM --- [Skip to content](https://kbhelp.humanitru.com/knowledge/humanitru-database#main-content) English Show submenu for translations [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new) [![Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png\]](https://kbhelp.humanitru.com/hs-fs/hubfs/Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png?height=40&name=Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png)](https://kbhelp.humanitru.com/knowledge) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://kbhelp.humanitru.com/knowledge) 2. [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database) # Humanitru Database Your CRM ## Getting Started - [How the Transaction Portal Works](https://kbhelp.humanitru.com/knowledge/how-the-transaction-portal-works) - [Glossary of Alpine Terms](https://kbhelp.humanitru.com/knowledge/definitions-for-terms-in-alpine) - [How to add a New User](https://kbhelp.humanitru.com/knowledge/how-to-add-a-new-user) - [Data Entry Standardization Guide](https://kbhelp.humanitru.com/knowledge/data-entry-standardization-guide) - [Role-Based Security Overview](https://kbhelp.humanitru.com/knowledge/role-based-security-overview-in-alpine) - [How to add a Constituent](https://kbhelp.humanitru.com/knowledge/how-to-add-a-consituent) - [How to update a Constituent's profile](https://kbhelp.humanitru.com/knowledge/how-to-update-a-constituents-profile) - [How to add a Donation Action](https://kbhelp.humanitru.com/knowledge/how-to-manually-add-a-donation) - [How to enter an in-kind donation](https://kbhelp.humanitru.com/knowledge/how-to-input-an-in-kind-donation) - [How to add a Custom Field](https://kbhelp.humanitru.com/knowledge/how-to-add-a-custom-field) - [How to add or remove a Relationship.](https://kbhelp.humanitru.com/knowledge/how-to-add-or-remove-a-relationship) - [How to lock a user account or change their permission level in Alpine.](https://kbhelp.humanitru.com/knowledge/how-to-lock-a-user-account-or-change-their-permission-level-in-alpine) - [The difference between "Possible Mismatch" tags and "Possible Duplicate" tags?](https://kbhelp.humanitru.com/knowledge/whats-the-difference-between-possible-mismatch-tags-and-possible-duplicate-tags) - [How to add a Soft Credit](https://kbhelp.humanitru.com/knowledge/how-to-add-a-soft-credit-1) - [How do I add a date to my custom field?](https://kbhelp.humanitru.com/knowledge/how-do-i-add-a-date-to-my-custom-field) - [How to run a duplicate Constituent check](https://kbhelp.humanitru.com/knowledge/how-to-run-a-duplicate-constituent-check) - [How to add and remove tags from Constituent profiles](https://kbhelp.humanitru.com/knowledge/how-to-add-tags) - [How to Merge Duplicate Profiles](https://kbhelp.humanitru.com/knowledge/how-to-merge-duplicate-profiles) - [How to use your Dashboard](https://kbhelp.humanitru.com/knowledge/how-to-use-your-dashboard) - [How to set up a future action as a reminder.](https://kbhelp.humanitru.com/knowledge/how-to-set-up-a-future-action-as-a-reminder) - [How to create a Campaign](https://kbhelp.humanitru.com/knowledge/how-to-create-a-campaign) - [How to add or remove Campaigns in mass](https://kbhelp.humanitru.com/knowledge/how-to-add-or-remove-campaigns-in-mass) - [How to use the Dashboard Entity Filters](https://kbhelp.humanitru.com/knowledge/how-to-use-1) - [How to View Tribute Gifts in Humanitru](https://kbhelp.humanitru.com/knowledge/how-to-view-tribute-gifts-in-humanitru) - [Recording A Personal Email Sent To A Constituent Profile](https://kbhelp.humanitru.com/knowledge/can-i-send-a-personal-email-to-a-constituent-and-have-that-email-logged-in-their-profile) - [What do the “Possible Mismatch: Address” and “Possible Mismatch: Name” Tags mean?](https://kbhelp.humanitru.com/knowledge/possible-mismatch-tags) - [How to merge Campaigns and move a Campaign to a different Campaign Category.](https://kbhelp.humanitru.com/knowledge/how-to-merge-campaigns-and-move-a-campaign-to-a-different-campaign-category) - [Data Cleaning Best Practices Guide](https://kbhelp.humanitru.com/knowledge/data-cleaning-best-practices-guide) See less ▼ ## General Alpine Training - [Constituents Reporting Overview](https://kbhelp.humanitru.com/knowledge/constituents-reporting-overview) - [Action Interface Overview](https://kbhelp.humanitru.com/knowledge/action-interface-overview) - [Constituent Profile Page Overview](https://kbhelp.humanitru.com/knowledge/constituents-profile-page-overview) - [Tags Overview](https://kbhelp.humanitru.com/knowledge/tags-overview) - [Campaign Overview](https://kbhelp.humanitru.com/knowledge/in-this-video-well-walk-through-how-to-manage-your-campaigns-using-the-camapgin-interface) - [Settings Overview](https://kbhelp.humanitru.com/knowledge/settings-overview) - [How To Update Your Credit Card On File](https://kbhelp.humanitru.com/knowledge/how-to-update-cc-on-file) - [Managing Notifications in Alpine](https://kbhelp.humanitru.com/knowledge/managing-notifications-in-alpine) - [How to Assign Tasks in Alpine](https://kbhelp.humanitru.com/knowledge/how-to-assign-a-task) - [Tracking Tasks using Dashboard Lists](https://kbhelp.humanitru.com/knowledge/tracking-tasks-using-dashboard-lists) - [How to assign Actions in bulk to users in Alpine](https://kbhelp.humanitru.com/knowledge/how-to-mass-assign-actions-in-bulk-to-users-in-alpine) See less ▼ ## Settings - [Managing User Roles in Settings](https://kbhelp.humanitru.com/knowledge/managing-user-roles-and-permissions) - [How to Add and Manage Staff Members](https://kbhelp.humanitru.com/knowledge/how-to-add-and-manage-staff-members) - [Creating and Managing Custom Fields](https://kbhelp.humanitru.com/knowledge/creating-and-managing-custom-fields) - [URL Custom Fields](https://kbhelp.humanitru.com/knowledge/url-custom-fields) - [Email Marketing Merge Fields](https://kbhelp.humanitru.com/knowledge/email-marketing-calculated-fields) ## Integration - [Donation Platform Integrations Comparison](https://kbhelp.humanitru.com/knowledge/donation-platform-integrations-comparison) - [Payment Processor FAQ](https://kbhelp.humanitru.com/knowledge/payment-processor-faq) - [Smart Automation](https://kbhelp.humanitru.com/knowledge/smart-automation) ## Dashboard - [How to Configure Your Donation Revenue Chart Date Range Widget](https://kbhelp.humanitru.com/knowledge/how-to-configure-your-donation-revenue-chart-date-range) - [How to Add and Remove Dashboard Widgets](https://kbhelp.humanitru.com/knowledge/how-to-add-and-remove-dashboard-widgets) - [General Dashboard Overview](https://kbhelp.humanitru.com/knowledge/general-dashboard-overview) - [How to Navigate the Humanitru Dashboard](https://kbhelp.humanitru.com/knowledge/nav-01-how-to-navigate-the-humanitru-dashboard-) - [How to Read the "At a Glance" Stats Widget in Dashboard](https://kbhelp.humanitru.com/knowledge/how-to-read-the-at-a-glance-stats-panel-) - [How the Search Bar Works](https://kbhelp.humanitru.com/knowledge/how-the-search-bar-works) See less ▼ ## Constituents - [How to Merge Duplicate Constituent Records](https://kbhelp.humanitru.com/knowledge/how-to-merge-duplicate-constituent-records) - [How to View a Constituent's Full Action History](https://kbhelp.humanitru.com/knowledge/how-to-view-a-constituents-full-action-history) - [How to Add a Relationship Between Constituents](https://kbhelp.humanitru.com/knowledge/how-to-add-a-relationship-between-constituents) - [How to Bulk Apply Tags to Multiple Constituents](https://kbhelp.humanitru.com/knowledge/how-to-bulk-apply-tags-to-multiple-constituents) - [How to Use Filters in the Constituents Reporting tab](https://kbhelp.humanitru.com/knowledge/how-to-use-filters-in-the-constituents-module) - [How to Edit a Constituent Profile](https://kbhelp.humanitru.com/knowledge/how-to-edit-a-constituent-profile) - [How to Add a New Constituent](https://kbhelp.humanitru.com/knowledge/how-to-add-a-new-constituent) - [How to Search for a Constituent](https://kbhelp.humanitru.com/knowledge/how-to-search-for-a-constituent) - [Sending Emails Directly from a Constituent Profile](https://kbhelp.humanitru.com/knowledge/sending-emails-directly-from-a-constituent-profile) - [Transaction Portal FAQ](https://kbhelp.humanitru.com/knowledge/transaction-portal-faq) - [How to delete a Constituent](https://kbhelp.humanitru.com/knowledge/how-do-i-delete-a-constituent) See less ▼ ## Reports - [How to Export a Constituent List](https://kbhelp.humanitru.com/knowledge/how-to-export-a-constituent-list) - [How to Save a Custom Constituent Report](https://kbhelp.humanitru.com/knowledge/how-to-save-a-custom-constituent-report) - [Understanding the Constituents Module](https://kbhelp.humanitru.com/knowledge/understanding-the-constituents-module) - [Constituent vs Action Reporting Series](https://kbhelp.humanitru.com/knowledge/how-to-look-at-actions-vs-constituents-reports) - [Constituent Reporting Series](https://kbhelp.humanitru.com/knowledge/constituent-reporting-series) - [Action Reporting Series](https://kbhelp.humanitru.com/knowledge/action-based-repor) - [How to target lapsed donors using your email marketing integration.](https://kbhelp.humanitru.com/knowledge/how-to-target-lapsed-donors-using-your-email-marketing-integration) - [How can I tell who's canceled their recurring donation, or membership and has yet to make another donation or membership purchase?](https://kbhelp.humanitru.com/knowledge/how-can-i-tell-whos-canceled-their-recurring-donation-or-membership-and-has-yet-to-make-another-donation-or-membership-purchase) - [Create Mailing Interface](https://kbhelp.humanitru.com/knowledge/how-to-get-started-with) - [Using the View Analysis icon](https://kbhelp.humanitru.com/knowledge/how-to-use) - [How to identify a canceled recurring donation.](https://kbhelp.humanitru.com/knowledge/how-can-i-tell-if-a-recurring-donation-was-canceled) - [How to export Action-based reports.](https://kbhelp.humanitru.com/knowledge/how-do-i-use-actions-based-reporting) - [Using the Actions Interface](https://kbhelp.humanitru.com/knowledge/using-the-actions-interface) - [Different Ways To Access Actions Based Reports](https://kbhelp.humanitru.com/knowledge/different-ways-access-actions-based-reports) - [How to Filter an Actions Report](https://kbhelp.humanitru.com/knowledge/how-to-filter-an-actions-report) - [How to use the “At A Glance” area in the Actions interface](https://kbhelp.humanitru.com/knowledge/how-to-use-the-at-a-glance-area-in-the-actions-interface) - [Membership Based Reporting](https://kbhelp.humanitru.com/knowledge/membership-based-reporting) - [Alpine's Creation Date Field & Reporting](https://kbhelp.humanitru.com/knowledge/alpines-creation-date-field) - [How Actions Filtering Works in Reporting](https://kbhelp.humanitru.com/knowledge/how-actions-filtering-works-in-reporting) See less ▼ ## Actions - [Understanding Built-In Fields in Humanitru](https://kbhelp.humanitru.com/knowledge/understanding-built-in-fields-in-humanitru) - [Using Key Value Pairs to Create Custom Fields for Actions](https://kbhelp.humanitru.com/knowledge/using-key-value-pairs-to-create-custom-fields-for-actions) - [Recording and Acknowledging Gifts from Donor-Advised Funds (DAFs)](https://kbhelp.humanitru.com/knowledge/recording-and-acknowledging-gifts-from-donor-advised-funds-dafs) - [Recording and Receipting Gifts in Kind](https://kbhelp.humanitru.com/knowledge/recording-and-receipting-gifts-in-kind) - [Recording and Receipting Gifts of Stock](https://kbhelp.humanitru.com/knowledge/recording-and-receipting-gifts-of-stock) - [Tracking Planned Gifts in Humanitru](https://kbhelp.humanitru.com/knowledge/tracking-planned-gifts-in-humanitru) - [Pledges vs. Recurring Gifts](https://kbhelp.humanitru.com/knowledge/pledges-vs.-recurring-gifts) - [Pledges & Unverified Donations: How Payment Schedules Work in Humanitru](https://kbhelp.humanitru.com/knowledge/pledges-unverified-donations-how-payment-schedules-work-in-humanitru) - [Soft Credits & Linked Actions: Seeing the Full Picture Behind Every Gift](https://kbhelp.humanitru.com/knowledge/soft-credits-linked-actions-seeing-the-full-picture-behind-every-gift) - [Understanding Split Gifts in Humanitru](https://kbhelp.humanitru.com/knowledge/understanding-split-gifts-in-humanitru) - [Understanding the Fair Market Value (FMV) Field](https://kbhelp.humanitru.com/knowledge/understanding-the-fair-market-value-fmv-field) - [Tribute Gifts](https://kbhelp.humanitru.com/knowledge/tribute-gifts) - [Understanding Verified and Unverified Actions](https://kbhelp.humanitru.com/knowledge/understanding-verified-and-unverified-actions) - [Understanding Action Types in Alpine](https://kbhelp.humanitru.com/knowledge/understanding-action-types-in-alpine) - [How to Edit or Delete an Action](https://kbhelp.humanitru.com/knowledge/how-to-edit-or-delete-an-action) - [How to Export Your Actions Report](https://kbhelp.humanitru.com/knowledge/how-to-export-your-actions-report) - [How to Record an Event (RSVP) or Membership Action](https://kbhelp.humanitru.com/knowledge/how-to-record-an-event-rsvp-or-membership-action) - [How to Log a Donation for a Constituent](https://kbhelp.humanitru.com/knowledge/how-to-log-a-donation-for-a-constituent) - [How to Verify an Action](https://kbhelp.humanitru.com/knowledge/how-to-verify-an-action) - [How to Filter Actions by Type, Date, and Status](https://kbhelp.humanitru.com/knowledge/how-to-filter-actions-by-type-date-and-status) - [How to Use a Blueprint Action for Consistent Data Entry](https://kbhelp.humanitru.com/knowledge/how-to-use-a-blueprint-action-for-consistent-data-entry) - [How to Log a Manual Action](https://kbhelp.humanitru.com/knowledge/how-to-log-a-manual-action) - [Understanding the Actions Module](https://kbhelp.humanitru.com/knowledge/understanding-the-actions-module) - [Action Blueprints FAQ](https://kbhelp.humanitru.com/knowledge/action-templates-faq) - [Action Blueprints Overview](https://kbhelp.humanitru.com/knowledge/action-templates-overview) - [Action Blueprints Best Practices](https://kbhelp.humanitru.com/knowledge/action-blueprints-best-practices) - [Create, Edit, Copy, and Delete Action Blueprints](https://kbhelp.humanitru.com/knowledge/how-to-create-action-templates) - [How does the data validation and search feature work in Action Blueprints?](https://kbhelp.humanitru.com/knowledge/how-does-the-data-validation-and-search-feature-work-in-action-blueprints) - [How to Apply a Blueprint to a New Action](https://kbhelp.humanitru.com/knowledge/how-to-use-action-templates) - [Action Blueprints - Example Library](https://kbhelp.humanitru.com/knowledge/action-blueprints-example-library) - [How to Enter a Stock Donation](https://kbhelp.humanitru.com/knowledge/how-to-enter-a-stock-donation) - [BCC Functionality](https://kbhelp.humanitru.com/knowledge/bcc-feature-alternatives) - [How to run a duplicate donation check](https://kbhelp.humanitru.com/knowledge/how-to-run-a-duplicate-donation-check) - [How to add Batch Actions](https://kbhelp.humanitru.com/knowledge/how-to-add-multiple-actions-in-batch) - [How to Mass Verify or Unverify Actions](https://kbhelp.humanitru.com/knowledge/how-to-mass-verify-or-unverify-actions) See less ▼ ## Tags - [How to Manage and Reorganize Tag Groups](https://kbhelp.humanitru.com/knowledge/how-to-manage-and-reorganize-tag-groups) - [How to Use Tags for Constituent Segmentation](https://kbhelp.humanitru.com/knowledge/how-to-use-tags-for-constituent-segmentation) - [How to Create a New Tag and Tag Group](https://kbhelp.humanitru.com/knowledge/how-to-create-a-new-tag-and-tag-group) - [Understanding Tags and Tag Groups](https://kbhelp.humanitru.com/knowledge/understanding-tags-and-tag-groups) - [How to create a Tag](https://kbhelp.humanitru.com/knowledge/how-to-create-a-tag) - [How to export all Tags](https://kbhelp.humanitru.com/knowledge/how-to-export-all-tags) - [What are "Do Not Sync" Email Tags?](https://kbhelp.humanitru.com/knowledge/what-are-do-not-sync-tags) - [How to Apply a Tag to a Constituent](https://kbhelp.humanitru.com/knowledge/how-to-apply-a-tag-to-a-constituent) See less ▼ ## Campaigns - [How to Create and Launch a Campaign](https://kbhelp.humanitru.com/knowledge/how-to-create-and-launch-a-campaign) - [Understanding Campaigns](https://kbhelp.humanitru.com/knowledge/understanding-campaigns) ## Notifications - [Work Smarter: Using Humanitru Notifications to Keep Your Team in the Loop](https://kbhelp.humanitru.com/knowledge/work-smarter-using-humanitru-notifications-to-keep-your-team-in-the-loop) - [How to create a Notification for a Recurring Transaction Cancellation](https://kbhelp.humanitru.com/knowledge/how-to-create-a-notification-for-a-recurring-transaction-cancellation-) - [Setting Up Notification: Recurring Digest](https://kbhelp.humanitru.com/knowledge/setting-up-notification-recurring-digest) - [Understanding Notifications and Alert Types](https://kbhelp.humanitru.com/knowledge/understanding-notifications-and-alert-types) - [How to set up Notifications](https://kbhelp.humanitru.com/knowledge/how-to-set-up-notifications) ## Stewardship Automation - [Key Concepts of Stewardship Automation](https://kbhelp.humanitru.com/knowledge/key-concepts-of-stewardship-automation) - [Stewardship Automation FAQ](https://kbhelp.humanitru.com/knowledge/stewardship-automation-faq) - [Stewardship Automation Video Overview](https://kbhelp.humanitru.com/knowledge/stewardship-automation-overview) - [Understanding Stewardship Automation Touchpoints](https://kbhelp.humanitru.com/knowledge/understanding-stewardship-autiomation-touchpoints-) - [Creating Your First Touchpoint In Stewardship Automation](https://kbhelp.humanitru.com/knowledge/creating-your-first-touchpoint-in-stewardship-automation) - [How to Edit an Existing Touchpoint](https://kbhelp.humanitru.com/knowledge/how-to-edit-an-existing-touchpoint) - [How to Activate and Deactivate a Touchpoint](https://kbhelp.humanitru.com/knowledge/how-to-activate-and-deactivate-a-touchpoint) - [How to Choose a Delivery Channel (Email, SMS, Task, Note)](https://kbhelp.humanitru.com/knowledge/how-to-choose-a-delivery-channel-email-sms-task-note) - [How to Set a Touchpoint Trigger (WHEN Conditions)](https://kbhelp.humanitru.com/knowledge/how-to-set-a-touchpoint-trigger-when-conditions) - [How to Create a New Stewardship Automation Touchpoint](https://kbhelp.humanitru.com/knowledge/how-to-create-a-new-stewardship-automation-touchpoint) - [Understanding Touchpoint Delivery Timing and Rules](https://kbhelp.humanitru.com/knowledge/understanding-touchpoint-delivery-timing-and-rules) See less ▼ ## Donor Insights - [Donor Insights Overview](https://kbhelp.humanitru.com/knowledge/what-is-donor-insights) - [Understanding the 4 Donor Insights Tabs](https://kbhelp.humanitru.com/knowledge/understanding-the-4-donor-insights-tabs) - [How to Interpret Giving Score and Engagement Score](https://kbhelp.humanitru.com/knowledge/how-to-interpret-giving-score-and-engagement-score) - [What is the Daily Digest?](https://kbhelp.humanitru.com/knowledge/what-is-the-daily-digest) - [How to Read Your Daily Digest](https://kbhelp.humanitru.com/knowledge/how-to-read-your-daily-digest) - [What are Weekly Nudges?](https://kbhelp.humanitru.com/knowledge/what-are-weekly-nudges) - [Understanding Weekly Nudges and AI Donor Scoring](https://kbhelp.humanitru.com/knowledge/understanding-weekly-nudges-and-ai-donor-scoring) - [How to Act on Your Weekly Nudges List](https://kbhelp.humanitru.com/knowledge/how-to-act-on-your-weekly-nudges-list) - [What is the Monthly Recap?](https://kbhelp.humanitru.com/knowledge/what-is-the-monthly-recap) - [How to Read Your Monthly Recap](https://kbhelp.humanitru.com/knowledge/how-to-read-your-monthly-recap) - [How to Run a Report from Monthly Recap](https://kbhelp.humanitru.com/knowledge/how-to-run-a-report-from-monthly-recap) - [What are Prospects?](https://kbhelp.humanitru.com/knowledge/what-are-prospects) - [Understanding Prospects](https://kbhelp.humanitru.com/knowledge/understanding-prospects) - [How to Use the Prospects View for Growing Your Donor and Member Base](https://kbhelp.humanitru.com/knowledge/how-to-use-the-prospects-view-for-growing-your-donor-and-member-base) - [How to Suppress Constituents from Donor Insights](https://kbhelp.humanitru.com/knowledge/how-to-suppress-constituents-from-donor-insights) See less ▼ ## Grant Management - [Grants Management Best Practices Article](https://kbhelp.humanitru.com/knowledge/grants-management-best-practices) - [How to use Alpine for Grant Management](https://kbhelp.humanitru.com/knowledge/how-to-use-alpine-for-grants-management) ## Bulk Uploader - [How to Upload Relationships Using the Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-upload-relationships-using-the-bulk-uploader) - [How to prepare your CSV file for importing data in Alpine](https://kbhelp.humanitru.com/knowledge/how-to-prepare-you-data-file-for-importing-into-alpine) - [Using the Bulk Uploader to Mass-Tag Constituents](https://kbhelp.humanitru.com/knowledge/task-01-using-the-bulk-uploader-to-mass-tag-constituents) - [How to import Constituent names using the Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-import-constituent-names-using-the-bulk-uploader) - [How to import Constituent data using the Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-import-constituent-data-using-the-bulk-uploader) - [How to import Actions using the Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-import-actions-using-the-bulk-uploader) - [How to import addresses using the Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-import-addresses-using-the-bulk-uploader) - [How do I use the Bulk Uploader to import spreadsheets that contain Tags or Campaigns?](https://kbhelp.humanitru.com/knowledge/importing-spreadsheets-that-contain-campaigns-or-tags) See less ▼ ## Opportunity Pipelines - [Using Pipelines to Track Board Give/Get in Humanitru](https://kbhelp.humanitru.com/knowledge/using-pipelines-to-track-board-give/get-in-humanitru) - [Using Pipelines to Manage Event Sponsorships in Humanitru](https://kbhelp.humanitru.com/knowledge/using-pipelines-to-manage-event-sponsorships-in-humanitru) - [Using Pipelines to Manage Grant Applications in Humanitru](https://kbhelp.humanitru.com/knowledge/using-pipelines-to-manage-grant-applications-in-humanitru) - [Opportunity Pipelines: Adding Existing Actions to Opportunities](https://kbhelp.humanitru.com/knowledge/adding-existing-actions-to-opportunities) - [Pipeline & Opportunity: Adding Scheduled Actions](https://kbhelp.humanitru.com/knowledge/adding-scheduled-actions) - [Opportunity Pipelines Overview & FAQs](https://kbhelp.humanitru.com/knowledge/opportunity-pipelines-overview-faqs) - [Pipeline & Opportunity: Sorting & Filtering](https://kbhelp.humanitru.com/knowledge/sorting-filtering) - [Using Dashboard Widgets & with Opportunity Pipelines](https://kbhelp.humanitru.com/knowledge/using-dashboard-widgets-with-opportunity-pipelines) - [Opportunity Overview & Creation](https://kbhelp.humanitru.com/knowledge/opportunity-overview-creation) - [Pipeline Overview & Creation](https://kbhelp.humanitru.com/knowledge/opportunity-pipeline-overview-creation) - [My To-Dos Overview](https://kbhelp.humanitru.com/knowledge/my-to-dos-overview) See less ▼ ## Payment Processors - [How to Switch from Beyond to Stripe to Restore Donation Processing](https://kbhelp.humanitru.com/knowledge/how-to-switch-from-beyond-to-stripe-to-restore-donation-processing) ## Pledge - [Linking a Pledge Payment to Its Pledge](https://kbhelp.humanitru.com/knowledge/linking-a-pledge-payment-to-its-pledge) - [Applying a Pledge Payment](https://kbhelp.humanitru.com/knowledge/applying-a-pledge-payment) - [How to create a Pledge](https://kbhelp.humanitru.com/knowledge/how-to-create-a-pledge) - [How to apply an online pledge donation to an existing pledge schedule](https://kbhelp.humanitru.com/knowledge/how-to-apply-an-online-donation-to-an-existing-pledge-schedule) - [How to create a comprehensive pledge report](https://kbhelp.humanitru.com/knowledge/how-to-create-a) - [How to report on one-time pledges](https://kbhelp.humanitru.com/knowledge/how-to-report-on-one-time-pledges) - [How to Log a Pledge and Track Pledge Payments](https://kbhelp.humanitru.com/knowledge/how-to-log-a-pledge-and-track-pledge-payments) See less ▼ ## Training By Role: Executive Director - [Common Dashboard Widgets For Executive Directors](https://kbhelp.humanitru.com/knowledge/common-dashboard-widgets-for-executive-directors) - [Pledge Reporting](https://kbhelp.humanitru.com/knowledge/how-to-create-a-comprehensive-pledge-report) - [High-Level KPI Reporting](https://kbhelp.humanitru.com/knowledge/high-level-kpi-reporting) - [How To Add A New User](https://kbhelp.humanitru.com/knowledge/how-to-add-a-new-user-1) - [How To Lock A User Account Or Change Their Permission Level In Alpine](https://kbhelp.humanitru.com/knowledge/how-to-lock-a-user-account-or-change-their-permission-level-in-alpine-1) - [Stewardship Automation Video Overview](https://kbhelp.humanitru.com/knowledge/stewardship-automation-video-overview) - [Donor Insights Overview](https://kbhelp.humanitru.com/knowledge/donor-insights-overview) - [Payment Processor FAQ](https://kbhelp.humanitru.com/knowledge/payment-processor-faq-1) - [Task Management in Humanitru: Best Practices Guide](https://kbhelp.humanitru.com/knowledge/task-management-best-practices-guide) See less ▼ ## Training By Role: CDO/Director of Development - [Recording A Personal Email Sent To A Constituent Profile](https://kbhelp.humanitru.com/knowledge/recording-a-personal-email-sent-to-a-constituent-profile) - [Stewardship Automation Video Overview](https://kbhelp.humanitru.com/knowledge/stewardship-automation-video-overview-1) - [Creating Your First Touchpoint In Stewardship Automation](https://kbhelp.humanitru.com/knowledge/creating-your-first-touchpoint-in-stewardship-automation-1) - [Donor Insights Overview](https://kbhelp.humanitru.com/knowledge/donor-insights-overview-1) - [Constituents Reporting Overview](https://kbhelp.humanitru.com/knowledge/constituents-reporting-overview-1) - [How To Use Your Dashboard](https://kbhelp.humanitru.com/knowledge/how-to-use-your-dashboard-1) - [Role-Based Security Overview](https://kbhelp.humanitru.com/knowledge/role-based-security-overview) - [How To Add A New User](https://kbhelp.humanitru.com/knowledge/how-to-add-a-new-user-2) See less ▼ ## Training By Role: Marketing/Communications - [Create Mailing Interface](https://kbhelp.humanitru.com/knowledge/create-mailing-interface) - [How To Create An Email Activity Report](https://kbhelp.humanitru.com/knowledge/how-to-create-an-email-activity-report) - [Email Marketing Platform Integrations](https://kbhelp.humanitru.com/knowledge/email-marketing-platforms) - [How To Create An Email Segment](https://kbhelp.humanitru.com/knowledge/how-to-create-an-email-segment) - [How To Sync A Tag To Your Email Marketing Platform](https://kbhelp.humanitru.com/knowledge/how-to-sync-a-tag-to-your-email-marketing-platform) - [Campaign Overview](https://kbhelp.humanitru.com/knowledge/campaign-overview-1) - [Email Marketing Calculated Fields](https://kbhelp.humanitru.com/knowledge/email-marketing-calculated-fields-1) See less ▼ ## Training By Role: Event Coordinator - [Event Reporting](https://kbhelp.humanitru.com/knowledge/event-reporting) - [Campaign Overview](https://kbhelp.humanitru.com/knowledge/campaign-overview-2) - [Pre And Post-Event Management Best Practice Guide](https://kbhelp.humanitru.com/knowledge/pre-and-post-event-management-best-practice-guide) - [Payment Processing (Fraud Exemption)](https://kbhelp.humanitru.com/knowledge/payment-processing-fraud-exemption-1) - [Event-Based Notifications](https://kbhelp.humanitru.com/knowledge/event-based-notofication) - [Using Your Dashboard To Track Event-Based Actions](https://kbhelp.humanitru.com/knowledge/using-your-dashboard-to-track-event-based-actions) - [How To Create A General Event Registration Page](https://kbhelp.humanitru.com/knowledge/how-to-create-a-general-event-registration-page-1) - [How To Use The At-A-Glance Field In Your Actions Interface For Event Reporting](https://kbhelp.humanitru.com/knowledge/how-to-use-the-at-a-glance-field-in-your-actions-interface-for-event-reporting) See less ▼ ## Training By Role: Accounting - [Action-Based Reporting Series](https://kbhelp.humanitru.com/knowledge/action-based-reporting-series) - [How To Export Action-Based Reports](https://kbhelp.humanitru.com/knowledge/how-to-export-action-based-reports) - [QuickBooks Online Integration](https://kbhelp.humanitru.com/knowledge/quickbooks-online-integration) - [Quickbooks Desktop Integration](https://kbhelp.humanitru.com/knowledge/quickbooks-desktop-integration-1) - [Payment Processor FAQ](https://kbhelp.humanitru.com/knowledge/payment-processor-faq-2) - [Discontinuing Service With Your Payment Processor](https://kbhelp.humanitru.com/knowledge/discontinuing-service-with-your-payment-processor-1) - [How To Update Your Credit Card On File](https://kbhelp.humanitru.com/knowledge/how-to-update-your-credit-card-on-file) - [Campaign Overview](https://kbhelp.humanitru.com/knowledge/campaign-overview) - [Smart Automation](https://kbhelp.humanitru.com/knowledge/smart-automation-1) See less ▼ ## Training By Role: Program Management - [Campaign Overview](https://kbhelp.humanitru.com/knowledge/campaign-overview-3) - [How To Report On Additional Program Details](https://kbhelp.humanitru.com/knowledge/how-to-report-on-additional-program-details) ## Training By Role: Database Admin/Fundraising Coordinator - [How To Add Batch Actions](https://kbhelp.humanitru.com/knowledge/how-to-add-batch-actions) - [How To Import Actions Using The Bulk Uploader](https://kbhelp.humanitru.com/knowledge/how-to-import-actions-using-the-bulk-uploader-1) - [How To Add A Constituent](https://kbhelp.humanitru.com/knowledge/how-to-add-a-constituent) - [How To Add A Donation Action](https://kbhelp.humanitru.com/knowledge/how-to-add-a-donation-action) - [Data Entry Standardization Guide](https://kbhelp.humanitru.com/knowledge/data-entry-standardization-guide-1) ## Training By Role: Volunteer Management - [Campaign Overview](https://kbhelp.humanitru.com/knowledge/campaign-overview-4) - [Manually adding Volunteers and Hours](https://kbhelp.humanitru.com/knowledge/manually-adding-volunteers-and-hours) - [Verified vs Unverified - What's The Difference?](https://kbhelp.humanitru.com/knowledge/verified-vs-unverified-whats-the-differance) - [Action Reporting Series](https://kbhelp.humanitru.com/knowledge/action-reporting-series) - [Create Mailing Interface](https://kbhelp.humanitru.com/knowledge/create-mailing-interface-1) - [Email Volunteers Through Your Humantiru Email Integration](https://kbhelp.humanitru.com/knowledge/email-volunteers-through-your-humantiru-email-integration) - [How To Add And Remove Tags From A Constituents Profile](https://kbhelp.humanitru.com/knowledge/how-to-add-and-remove-tags-from-a-constituents-profile) See less ▼ ## Households - [Managing Households in Humanitru](https://kbhelp.humanitru.com/knowledge/managing-households-in-humanitru) - [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database#main-content) - [Getting Started](https://kbhelp.humanitru.com/knowledge/humanitru-database#getting-started) - [General Alpine Training](https://kbhelp.humanitru.com/knowledge/humanitru-database#general-alpine-training) - [Settings](https://kbhelp.humanitru.com/knowledge/humanitru-database#settings) - [Integration](https://kbhelp.humanitru.com/knowledge/humanitru-database#integration) - [Dashboard](https://kbhelp.humanitru.com/knowledge/humanitru-database#dashboard) - [Constituents](https://kbhelp.humanitru.com/knowledge/humanitru-database#constituents) - [Reports](https://kbhelp.humanitru.com/knowledge/humanitru-database#reports) - [Actions](https://kbhelp.humanitru.com/knowledge/humanitru-database#actions) - [Tags](https://kbhelp.humanitru.com/knowledge/humanitru-database#tags) - [Campaigns](https://kbhelp.humanitru.com/knowledge/humanitru-database#campaigns) - [Notifications](https://kbhelp.humanitru.com/knowledge/humanitru-database#notifications) - [Stewardship Automation](https://kbhelp.humanitru.com/knowledge/humanitru-database#stewardship-automation) - [Donor Insights](https://kbhelp.humanitru.com/knowledge/humanitru-database#donor-insights) - [Grant Management](https://kbhelp.humanitru.com/knowledge/humanitru-database#grant-management) - [Bulk Uploader](https://kbhelp.humanitru.com/knowledge/humanitru-database#bulk-uploader) - [Opportunity Pipelines](https://kbhelp.humanitru.com/knowledge/humanitru-database#opportunity-pipelines) - [Payment Processors](https://kbhelp.humanitru.com/knowledge/humanitru-database#payment-processors) - [Pledge](https://kbhelp.humanitru.com/knowledge/humanitru-database#pledge) - [Training By Role: Executive Director](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-executive-director) - [Training By Role: CDO/Director of Development](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-cdo-director-of-development) - [Training By Role: Marketing/Communications](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-marketing-communications) - [Training By Role: Event Coordinator](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-event-coordinator) - [Training By Role: Accounting](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-accounting) - [Training By Role: Program Management](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-program-management) - [Training By Role: Database Admin/Fundraising Coordinator](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-database-admin-fundraising-coordinator) - [Training By Role: Volunteer Management](https://kbhelp.humanitru.com/knowledge/humanitru-database#training-by-role-volunteer-management) - [Households](https://kbhelp.humanitru.com/knowledge/humanitru-database#households) - [Fundraising Pages](https://kbhelp.humanitru.com/knowledge/fundraising-pages#main-content) - [General](https://kbhelp.humanitru.com/knowledge/fundraising-pages#general) - [Recurring Donations](https://kbhelp.humanitru.com/knowledge/fundraising-pages#recurring-donations) - [Evergreen Events](https://kbhelp.humanitru.com/knowledge/evergreen-events#main-content) - [Getting Started with Evergreen](https://kbhelp.humanitru.com/knowledge/evergreen-events#getting-started-with-evergreen) - [Event Management](https://kbhelp.humanitru.com/knowledge/evergreen-events#event-management) - [Volunteer Management](https://kbhelp.humanitru.com/knowledge/evergreen-events#volunteer-management) - [Program Management](https://kbhelp.humanitru.com/knowledge/evergreen-events#program-management) - [Integrations](https://kbhelp.humanitru.com/knowledge/integrations#main-content) - [ACME](https://kbhelp.humanitru.com/knowledge/integrations#acme) - [Active Campaign](https://kbhelp.humanitru.com/knowledge/integrations#active-campaign) - [Constant Contact](https://kbhelp.humanitru.com/knowledge/integrations#constant-contact) - [DonorSearch](https://kbhelp.humanitru.com/knowledge/integrations#donorsearch) - [Eventbrite](https://kbhelp.humanitru.com/knowledge/integrations#eventbrite) - [Fundraise Up](https://kbhelp.humanitru.com/knowledge/integrations#fundraise-up) - [Galaxy Digital](https://kbhelp.humanitru.com/knowledge/integrations#galaxy-digital) - [GoFundMe Pro / Classy](https://kbhelp.humanitru.com/knowledge/integrations#gofundme-pro-classy) - [Handwrytten](https://kbhelp.humanitru.com/knowledge/integrations#handwrytten) - [Latitude Learning](https://kbhelp.humanitru.com/knowledge/integrations#latitude-learning) - [Mailchimp](https://kbhelp.humanitru.com/knowledge/integrations#mailchimp) - [Microsoft Outlook](https://kbhelp.humanitru.com/knowledge/integrations#microsoft-outlook) - [MinistrySafe](https://kbhelp.humanitru.com/knowledge/integrations#ministrysafe) - [NCOA](https://kbhelp.humanitru.com/knowledge/integrations#ncoa) - [PayPal](https://kbhelp.humanitru.com/knowledge/integrations#paypal) - [Quickbooks](https://kbhelp.humanitru.com/knowledge/integrations#quickbooks) - [Roller](https://kbhelp.humanitru.com/knowledge/integrations#roller) - [RunSignUp](https://kbhelp.humanitru.com/knowledge/integrations#runsignup) - 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