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Record CRM activities
Record calls, meetings, notes and other relationship activity against the correct CRM record.
Manage CRM companies
Use companies to group contacts and relationship activity around an organization account in Advanced CRM.
Use CRM reports
Use Advanced CRM reporting to review contact, pipeline and communication activity without exporting more personal data than necessary.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Create a program with AI
Use the AI-assisted program builder to draft a starting structure, then verify every generated objective, activity and measurement before saving.
Track program money
Use the program money area to record and review program-specific financial activity without treating it as a replacement for formal accounting.
Understand badges and impact levels
Badges and impact levels summarize qualifying GoodAction participation; they should reflect recorded platform activity rather than self-entered claims alone.
Discover GoodAction communities
Use Discover to find public GoodAction communities, events and opportunities that match your interests.
Find people and organizations
Use Discover to explore people, organizations, communities, events and opportunities available to your profile.
Manage social connections
Use Connections to review relationship requests and maintain the people connected to your GoodAction social profile.
Save GoodAction content
Use the available save control to keep eligible content for later and review saved items from the social dashboard.
Use GoodAction chats
Use Chats for platform conversations, respect participant privacy and use Support rather than social chat for account or payment issues.
Use GoodAction habits
Use Habits to set and review personal impact routines, then update habit settings when reminders or goals no longer fit.
Use hashtags
Open a hashtag to find related public content and use relevant hashtags when creating content.
Use the Social dashboard
The Social dashboard is the personal workspace for Good Identity, participation, communities, connections and personal impact.
Accept a network invitation
Open the invitation link while signed in to the intended GoodAction account and follow the acceptance steps.
Create communities in a network
Create or connect communities within the network according to its intended structure and delegated permissions.
Invite network team members
Invite network team members only when they need operational access and choose an appropriate team role.
Manage network member roles
Use network role and permission controls carefully because access can affect multiple communities in the network.
Resend a network invitation
A pending network member invitation can be resent by an authorized manager; accepted, declined or cancelled invitations cannot be resent through that action.
Use network events
Use network event creation when the event belongs to the network context and review its selected community scope before publishing.
Configure donation receipt templates
Use Receipt Templates in Organization Settings to maintain accurate donor-facing receipt content and preview changes before use.
Configure the public donation page
Use Organization Settings to review the public donation page details and confirm the organization profile and payment account first.
Create a fundraising campaign
Create a campaign with a clear goal, story and supporter-facing details before sharing it.
Donate anonymously
Use an anonymous donation option only when it is presented in the checkout flow; public display rules can differ from payment records.
Make a donation
Open a campaign or donation page, choose an amount, review the details and complete checkout.
Publish a fundraising campaign
Review campaign copy, donation readiness and visibility before sharing a campaign publicly.
Set a fundraising goal
Set a realistic campaign goal and explain what supporter contributions will help achieve.
Share a fundraising campaign
Use the campaign link and GoodAction sharing options to invite supporters to contribute.
Troubleshoot a donation payment
Confirm payment details and try again once; do not submit repeated payments if you are unsure whether a charge succeeded.
Understand donation receipts
Keep the payment confirmation and receipt details for your records; the organization can answer campaign-specific questions.
Create an impact report
Create a report with the intended audience, reporting period and relevant evidence before sharing or printing it.
Log impact as a member
Record volunteering, giving or attendance from your Impact Identity, then request verification when you have evidence.
Print or share an impact report
Review a report in its final layout before printing or sharing and confirm that it contains no unintended private information.
Request impact verification
Use the available verification workflow with truthful supporting evidence and monitor the displayed review status.
Create an initiative
Create an initiative to organize an impact goal or program of work, then add clear details before sharing it.
Manage initiative volunteers
Use initiative volunteer tools to review participation and communicate the next steps through the appropriate initiative workflow.