Linking to Access Charity CRM
Learn how to link settings such as GDPR and appeal payments to Access Charity CRM.
By Cristiana1 author3 articles
- Link GDPR settings to mailing purposesFollow these steps to sync consents with mailing purposes within Charity CRM.
- Link donation reasons to Access Charity CRMFollow these steps to set up the donation reasons to be pulled through to Access Charity CRM.
- Link appeal payments to Access Charity CRMThis article explains how payments sent from Access Raise to Charity CRM can link to existing destination codes.