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Support Portal | CauseView Help Center | Breakeven Help Center

Guides, instructions, videos - everything you need to get started quickly and painlessly. Did you learn something new that might help others? Join our online community to learn and contribute. Your feedback and ideas help make us better. We'd love to chat with you. We are here to help you. Click there to submit a help ticket. If you don't have a Breakeven account, we will ask you to create one so you can log into the portal, create a new ticket and track existing requests as well.

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Support Portal | CauseView Help Center | Breakeven Help Center | help.causeview.com Reviews

https://help.causeview.com

Guides, instructions, videos - everything you need to get started quickly and painlessly. Did you learn something new that might help others? Join our online community to learn and contribute. Your feedback and ideas help make us better. We'd love to chat with you. We are here to help you. Click there to submit a help ticket. If you don't have a Breakeven account, we will ask you to create one so you can log into the portal, create a new ticket and track existing requests as well.

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help.causeview.com help.causeview.com
1

Communities | Causeview Partner Portal | Breakeven Partner Portal

https://help.causeview.com/Forum/index

Using Breakeven Help (1). How do I issue a refund for a donation? Full Causeview User Permission Set. Admin of user layouts. Event Record Display Suggestion. Campaigns, Appeals and Events (32). Event Registration Notification E-mail. Using Ticket Type and Number of Guests for a free event. Transaction workflow with email. Gift Batches with donor-advised funds: Two ideas. Organizations, Households and Individuals (36). New Household address process. Does inactive free Event display an ActionPage form?

2

Login | Causeview Partner Portal | Breakeven Partner Portal

https://help.causeview.com/aspx/Causeview_Training

Phone: 905.752.1500 1.877.752.1590 Fax: 905.752.1477. 355 Apple Creek Blvd., Suite 200, Markham, ON L3R 9X7 Canada. Privacy and Security Statement.

3

Articles | Causeview Partner Portal | Breakeven Partner Portal

https://help.causeview.com/aspx/Articles_Home

How To: Set up an organization-wide email account. How To: Update Organizational Information. Understanding the Credit Card Process. IATS Fraudulent Payment Tab. View all articles (14). Organizations, Households and Individuals. How Organizations, Households, and Individuals are Structured in Causeview. Individual Donor Rollup Fields. How To: Create a new Household. Difference between accounts and affiliations. View all articles (14). Converting an Opportunity to a Transaction. View all articles (4).

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