In this article:
You can navigate around LGL by clicking on the various sections or tabs at the top of each page. A specific Knowledge Base category is dedicated to each section. Here's an overview of what you'll find in each section:
From your home page, you can get a summary of your fundraising, goals and tasks, and other activities.
To see your whole list of constituents, click on the Constituents tab.
From here you can run advanced searches, filter results, build custom lists, click in to review full constituent details, edit constituents, export data in spreadsheet or PDF format, and lots more.
To see all fundraising-related information, click on the Fundraising tab. This will give you access to all gifts, in-kind gifts, pledges, soft credits, memorial donations, and honorary donations.
From here you can view gifts by date range, filter them by multiple criteria, and export them in PDF or spreadsheet format. You can also view, add, and edit all of your campaigns, funds, appeals, and events.
A key feature of LGL is that you can track all of your interactions with every one of your constituents. To see all activity, click on the Activity tab.
LGL includes a powerful set of mail merge tools that you can access and manage from the Mailings tab
LGL accounts include access to an LGL Forms account, which administrators can access through the Forms tab. LGL Forms let you create web-based forms for collecting information from your website visitors.
Administrators can manage all of your subscription-level settings (fiscal year, account name, billing and payment, menu options, look and feel, etc.) on the Settings tab.