Accounts integration / sales nominals Direct integrations with various accounts packages/systems are available on request as a costed extra. However, most people prefer to simply...
Adding a donation in tengoCloud CRM This guide will explain how to add a donation from the CRM dropdown or from a constituent record. Adding a...
Adding a user in tengoCloud To get a new login for tengoCloud, please contact us using the contact details supplied with your contract stating how...
Banking function Introduction TengoPos includes an optional function called Banking, where you can enter on a till amounts banked by payment method...
Cancelling a Gift Aid declaration If you need to cancel a Gift Aid declaration, i.e. someone has indicated they are no longer able to or...
Configuring Funds & Appeals As at 28th July 2026, there is now Appeals and Funds managemetn on the CRM menu directly, rather than having...
Constituent Relationships You can define relationships between constituents, for example, husband and wife – go to one of the constituents, edit them,...
Custom Reports in CRM The CRM module contains a query builder / custom report option, which you will find under CRM > Custom reports....
Customising sales reports on tengoCloud PLEASE NOTE: The below guide is about customising the standard reports. For completely bespoke/custom reports, see ‘Custom Reports‘. Once logged...
Deleting/removing constituents/donors For various reasons, you cannot delete constituents, as audits need to be retained within the system. If you have duplicates,...