ThriftTrac User Permissions
Permissions are granted at the User level so every individual in your organization is equipped with the right tools for their unique job. Admin and employee users must be assigned to a location to access data associated with the specific location. How to Setup a User In order to setup a ThriftTrac user, first login […]
Cash drawer won’t open
If your cash drawer won’t open, here are several troubleshooting practices before contacting your support team. -Confirm the drawer is unlocked. -Restart the OnTrac app by double-tapping the home button then swiping up on the OnTrac app. -Confirm internet connectivity. Go to Settings > WiFi, then verify or establish connection to your network. -Hard-reset the […]
PAX S300 is unresponsive to OnTrac command
If your PAX S300 won’t respond to OnTrac’s command, you can validate their connection by following these steps: Capture the IP address from the PAX S300. Access the settings area by simultaneously pressing 1 and the blue F key, entering the passcode, then navigating the settings screens as follows: Down arrow for “Communication” Down arrow […]
Importing Targets in ThriftTrac
Administrators now have the ability to add targets within ThriftTrac. To do so, go to Administration Tools > Targets. In the upper right corner, select “Import”. Select “Choose File” and then browse to the relevant CSV file containing targets. Lastly, select “Create Import” to initiative the import. Creating the Import file You may download an […]
Creating a new donor
Create a new donor profile in ThriftTrac by navigating to People > Donors. Select “New Donor” in top right of screen. Input donor information and select “Create Donor” in bottom left of screen. Related Content: Creating a new donation
Creating a new payment method
Creating a new ThriftTrac user
ThriftTrac administrators select specific roles & business assignments for each user, promoting higher specialization & focus within the enterprise.
Combining donor profiles
ThriftTrac leverages “batch actions” to edit data groups, including the option to combine multiple profiles into one, be it for donors, partners, or customers. As an administrator, you can combine (or merge) multiple donor records. Go to People > Donors and set filters on the right side to view the appropriate donor records on […]
Creating a new donation
ThriftTrac makes it easy to record donation specifics so that you can focus on engaging your donors. Manually print a donation receipt or setup automatic emails for your convenience. Related Content: Receiving a Donation (1 of 3) Creating a Great Donation Experience (2 of 3) The Lifetime Value of a Donor (3 of 3) Processing: […]
Importing a donor list
You won’t forget those who’ve brought you this far, and neither will we. ThriftTrac makes it easy to import lists of previous donors to your organization. Remember every donor by name and easily acknowledge their support to Do Thrift Better.