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...
Configuring Funds & Appeals To configure/add/edit funds and appeals, Appeals are types of Department, and Funds are types of Product within said departments. This...
Customising sales reports on tengoCloud Firstly, you will have logged on to your organisations database on “The Cloud” using the User Name and Password supplied...
Donation statements PLEASE NOTE: Each tax year, we can generate a spreadsheet and can email it to you on request, with donor...
End of tax year annual HMRC Gift Aid letters Each year, you must send an email or letter to every donor who’s donated items have generated £20 or more...
GDPR The EU general data protection regulation (GDPR) governs how the personal data of individuals in the EU may be processed...
Making Gift Aid Submissions Introduction Our systems integrate with HMRC so that you can make Gift Aid submissions very easily using TengoCloud (if no-one...
Managing constituents Adding a constituent Log in to tengoCloud and select constituents from the CRM dropdown menu. Click the plus (new) icon...