FAQ

Contacts

How to upload a file to a specific Contact

On the Contact Detail Screen, use the --actions-- pulldown menu option "Upload a file or Document"

How To Import Contacts

You can import Contacts into HS from either csv files or vCards.

Both options are available from the Tools menu on your Home Screen. Navigating to these screens will give you detailed instructions on specific steps.

When importing, choose the Source code to assign to new Contacts. If Contacts already exist, their record will be updated with any new information, but the Source will not change since it represents how they first engaged with your organization.

Tip: You may use this tool to Tag a set of contacts, by using the Source Detail Screen's optional Associated Tag field. Although the import won't change the Source for pre-existing Contacts, it will Tag them if you set this field on the Source record you choose when you import.

Payments/Donations/Subscriptions

How to manually enter a transaction

Cash, check and other transactions may be manually entered from the Contact Detail Screen, using the blue button in the Contact's Payment/Donation history section.

Note: Manually entered payments may be modified or deleted whenever necessary.

How to cancel a Subscription (recurring payment or donation)

The method for cancelling a Subscription depends on which payment gateway controls the recurring payments.

Cancelling an Authorize.net ARB

Subscriptions in Authorize.net are called "Automated Recurring Billing" (ARB), and should be canceled from HS, not from your Authorize.net system. The reason for this is because Authorize.net does not post the cancelation event to HS, so if you cancel it there, your HS database will not be notified.

Navigate to the Subscription Detail Screen to cancel, either from the Contact Detail Screen or from the Subscription Table directly, then choose your desired action from the —action— pulldown menu, depending on whether or not you'd like to send a cancellation email auto-responder.

This will cancel the subscription at Authorize.net, and change the status of the Subscription to canceled.

Cancelling a Stripe Subcription

To cancel a recurring payment or donation controlled by Stripe, login to your Stripe dashboard, find the Subscription, and cancel it there. Stripe will then notify HS of the event, and HS will automatically update the Subscription record and send the cancellation email auto-responder if you have it set up.

Cancelling a PayPal Subcription

To cancel a recurring payment or donation controlled by PayPal, login to your PayPal dashboard, find the Subscription, and cancel it there. PayPal will then notify HS of the event, and HS will automatically update the Subscription record and send the cancellation email auto-responder if you have it set up.

Cancelling a manually created Subscription

Navigate to the Subscription Detail Screen to cancel, either from the Contact Detail Screen or from the Subscription Table directly, then choose your desired action from the —actions— pulldown menu, depending on whether or not you'd like to send a cancellation email auto-responder.

Email issues

How to detect HS email auto-responders that failed to send

Go to Reports->Contact Reports->Contact Activity Report

Then choose the following filters: Activity type "Email", and Result "Error - failed to send"

Formatted Text

How to insert a hyperlink in a formatted text field

To include a hyperlink, select the link text or image and click the Insert Hyperlink icon. Enter the URL and hit submit.

How to insert an image in a formatted text field

To include an image, the image itself must first be uploaded to your server (or anywhere else on the internet) so there is a unique URL for the image. The image should be sized properly for web or email display.

Note: If you're not sure where to upload your image, once choice is to use your own personal Contact Detail record, and upload the image there using the actions pulldown menu. Once uploaded, you can obtain the image URL from the multivalued list of Links, Files, and Documents section on the right-hand side of the screen.

Once you have a unique URL for your image, place the cursor where you want the image to appear and click the Insert Image icon.