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• Set your default gift type filters and customize Giving Status definitions

  In this article Default gift type filters Customizing Giving Status definitions Default gift type filters When you run a constituent search and include gift-related fields in your search, such as

• Checking for and managing duplicates

  In this article: Why do duplicates happen? Methods for cleaning up duplicates Finding dupes in a specific set of constituents Why do duplicates happen? Duplicates are an inevitable result of working

• How do I delete a constituent?

  If your level of permissions allows, you can delete a constituent in two ways: From within constituent search results: From the Constituent Details page: If you delete a constituent by mistake, you

• Delete constituents from your account

  In this article: Introduction Delete a constituent Delete multiple constituents in bulk Restore a set of deleted deleted constituents Introduction It is possible to delete constituents from Little

• Managing data for deceased constituents

  In this article: Overview Update a deceased constituent’s record Update a joint record, when you don’t need to preserve the deceased’s history Update a joint record, when you need to preserve the

• Define your form’s confirmation options

  In this article: Overview Form confirmation page Confirmation email Adding your confirmation email text Sending your confirmation email from your organization's custom domain email address Re-sending

• LGL Forms field types and descriptions

  In this article: What is a "field" in LGL Form? Defined fields with a specific purpose General fields What is a "field" in LGL Forms? A field in LGL Forms is a basic unit of data entry in a form.

• Enable automatic address and phone number deduplication

  In this article: Address Verification and Address Deduplication Phone Number Deduplication Address Verification and Address Deduplication If you have Address Verification turned on in your account,

• Set a rule or default in an import

  In this article: What is a default, or rule? Conditional defaults (when you want your default to apply only in a specific case) When is the best time to use a default? Common examples of defaults

• Delete an import from the Flex Importer

  In this article: Overview Whether an import can be deleted depends on its status Delete an open/active import Undo a completed import Overview In the Flex Importer, you'll see four tabs, each of

• For software developers - Using the LGL API

  In this article: Overview What can the API do? What if the API doesn't support my needs? Where do I access the API? Resources Overview This page describes the LGL API, a popular way for software

• Review and update gift, pledge, and goal details

  In this article: Gift details Pledge details Goal details Each gift, pledge, and goal is listed in the Fundraising tab. You can view gifts and pledges in Fundraising > Giving, whereas Goals are

• Automatically queue QuickBooks Online deposits for Stripe-based LGL Forms transactions

  In this article: Overview What this feature offers Who should use this feature How to turn it on Default settings and options to override them for individual deposits Using the feature - A

• Can I add a default acknowledgment template to an appeal or an appeal segment?

  Yes, it is possible to add a default acknowledgment template to an appeal or to each segment in an appeal. To add default acknowledgment templates to your appeal, go into the appeal, click the Appeal

• Bring data in through your form, without mapping a field, by setting a default or rule

  In this article: What is a default? When is using a default beneficial? When is the best time to use a default? Common examples of defaults Example: Use a default to create a task to place a thank

• Working with QuickBooks Desktop and other accounting systems, or if entering transactions in QuickBooks Online first

  NOTE: Little Green Light offers a direct integration with QuickBooks Online, which allows you to enter gifts into LGL and then push them to your QuickBooks Online account. If you do not use

• Learning how to use Little Green Light

  In this article: Introduction Join a free webinar Use the LGL Training Course Watch training videos in the Video Library Read the Knowledge Base Download fundraising learning guides, email courses,

• Control duplicate constituents on import

  In this article: Why it's important to use matching preferences in your import Default matching preferences Optional matching preferences Organization matching guidelines Import Summary shows matches

• Mailings overview

  In this article: Introduction Add a new mailing Build your mailing list Define your letter content, labels, and envelopes A note about exclusions Download and print mail-merged files Draft versus

• Customizing the Constituent, Gift, and other menus

  In this article: Menu items that you can customize Adding menu items Custom gift fields Editing and deleting menu items Re-ordering menu items Merging values within a category Adding custom

• Onboarding steps - To do's for new customers

  In this article: Preliminary steps Watch our onboarding tips video Learn your way around your LGL account Get comfortable with constituent and gift records Move your historical data into LGL Using

• Common reports and how to create them

  In this article: Overview Giving history Excluding specific constituents from any giving history search What is our gift total year to date? How many donors did we have last year? What was our total

• Migrating to LGL from your current system

  In this article: Migrating from spreadsheets Migrating from a standardized, off-the-shelf donor management system Migrating from a custom system Before you can move your data into Little Green Light,