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Use program records
Create program records for operational evidence that belongs to a specific program instance and follow your organization data policy.
Configure a program instance
Review instance settings before delivery starts and avoid changing identifiers or dates that would make existing records misleading.
Manage a program instance
Use a program instance for a specific delivery period or cohort and keep its dates, status and operational records current.
Create a nonprofit program
Create a program to organize long-running service delivery, outcomes and related activities in the nonprofit workspace.
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.
Manage program beneficiaries
Add and maintain only the beneficiary information needed to deliver and measure the selected program instance.
Manage program cohorts
Use cohorts to group beneficiaries within a program instance when delivery, reporting or follow-up differs by group.
Manage program funders
Associate funders with the relevant program instance and keep commitment and relationship details accurate.
Manage program institutions
Associate delivery partners or institutions with the correct program instance and maintain their current details.
Record program distributions
Use distribution logs to record what was provided, when it was provided and the relevant program instance.
Start from a program template
Review the available program templates and choose one only when its structure matches the work your organization delivers.
Track program inventory
Record inventory assigned to a program instance and reconcile quantities when items are received, allocated or distributed.
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.
Donate anonymously
Use an anonymous donation option only when it is presented in the checkout flow; public display rules can differ from payment records.
Understand donation receipts
Keep the payment confirmation and receipt details for your records; the organization can answer campaign-specific questions.
Import CRM contacts
Use the contact import flow to map columns, preview records and decide how duplicate contacts should be handled before completing the import.
Switch CRM workspaces
Use the CRM workspace switcher to work in the intended organization before creating, importing or editing records.
Use CRM tags
Use consistent tags to segment records and avoid creating near-duplicate labels for the same audience.
Approve volunteer hours
Review pending volunteer hours against the related activity before approving or rejecting them.
Create a volunteer opportunity
Create a volunteer opportunity with a clear role, schedule, capacity and participation expectations.
Manage nonprofit volunteers
Use the nonprofit volunteer workspace to review participants, assignments, activity and follow-up.
Sign up to volunteer
Open an eligible opportunity, review its dates and requirements, and complete the volunteer sign-up details.
Submit volunteer hours
Record volunteer hours against the correct opportunity or activity and submit only time that was actually completed.
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.