The header and footer menu bars, as well as the Help Center, are available throughout the Qsuite.\u00a0 Other menus may change depending on what page and product you are in, and what permissions your user is set up with.\u00a0 The default menu is outlined below. When the options change, based on the page, the new menu will be outlined in the relevant section of this guide.<\/p>\n
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Home:\u00a0 Return to the Qsuite Home page.<\/p>\n
Profiles:\u00a0 Manage or add new Profiles for your donors.<\/p>\n
Reporting:\u00a0 Navigate to the Reporting Home page.<\/p>\n
Admin:\u00a0 Manage your administration functions like Users, Categories \u00a0Communications, and more.<\/p>\n
Transactions:\u00a0 Find specific transactions using various filters across one or all products in the Qsuite.<\/p>\n
Search:\u00a0 Search for donors, registrants, and Profiles by first name or last name, and\/or organization name.\u00a0 The universal search includes all Profiles, past transactions, and any future scheduled transactions.\u00a0 A minimum of 3 characters is required to search Search will only recognize one name, (first or last) at a time.<\/p>\n
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Home:\u00a0 Return to the Qsuite Home page.<\/p>\n
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Add a User:\u00a0 Create a new user for your Qsuite and set up their Permissions and Notifications.<\/p>\n
Add a Profile:\u00a0 Create a new Profile for a donor.<\/p>\n
Add a Giving Page:\u00a0 Create a new Giving Page using the DonateQ Page Builder.<\/p>\n
Add a Donation:\u00a0 Create a new one-time or recurring transaction using an existing DonateQ Giving Page.<\/p>\n
Add an Event:\u00a0 Create a new Event using the EventQ Event Builder.<\/p>\n
Add a Registrant:\u00a0 Create a new registration for an existing Event in EventQ.<\/p>\n
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Help Center:\u00a0 Navigates you to the Help Center Home page where you can Contact Support and\/or download the Qsuite User Guide.<\/p>\n
Training Videos:\u00a0 Navigates to the video library where you can view How-To and Training Videos.<\/p>\n
Reference Sheets:\u00a0 Navigates to the Quick Reference Sheets page.<\/p>\n
FAQ\u2019s:\u00a0 Navigates to the Frequently Asked Questions page.<\/p>\n
Live Chat:\u00a0 Opens the Live Chat window for support.<\/p>\n
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Home:\u00a0 Return to the Qsuite Home page.<\/p>\n
Profiles:\u00a0 Manage or add new Profiles for your donors.<\/p>\n
Reporting:\u00a0 Navigate to the Reporting Home page.<\/p>\n
Admin:\u00a0 Manage your administrative functions like Users, Categories, Communications and more.<\/p>\n
Products:\u00a0 DonateQ, EventQ, and CustomQ links will be located here depending on the products you own and your permissions, just like the Product tabs.<\/p>\n
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