Your Knowledge Base is moving on 3/25/24! Our new Help Center provides all the articles you know and love (plus so much more) in a one-stop shop. Ask your SPoC for details!

Your MP Toolbox

 

Grab your toolbox and let's get to work! We'll unpack Tools available in the Platform, highlighting tools like:

  • Screwdrivers (every day, all-around value)
  • Wrenches (power when you need it)
  • Extension cords (getting data where it needs to go)
  • And more!

Video Topics

03:50 - Tools Overview
05:05 - Add/Edit Company Tool
05:49 - Add/Edit Family Tool
06:25 - Assign Donor Tool
07:15 - Assign Envelope Number Tool
07:57 - Connection Card Tool
09:53 - Contact Log Tool
10:49 - Copy/Reverse Donation Tool
12:15 - Copy/Reverse Payment Tool
13:35 - Create Batch Tool
14:14 - Create Deposit Tool
14:50 - Create Household Care Log Tool
16:00 - Create Pledge Tool
17:12 - Deceased Persons Tool
18:58 - Event Metrics Tool
20:35 - Inactivate Tool
21:17 - Map My Selection Tool
22:22 - Process Payments Tool
23:16 - Reset User Security Tool
24:44 - Response Follow-Up Tool
25:35 - Template Editor Tool
26:48 - Add/Edit Family Tool Walkthrough
29:34 - Copy/Reverse Payment Tool Walkthrough
31:58 - Response Follow-Up Tool Walkthrough
34:15 - Connection Card Tool Walkthrough
36:31 - Create Batch Tool Walkthrough
38:26 - Q&A