Start With Manuals.

There are several ways to receive support for each of the Trio's components. Each product has extensive online help manual and in the case of the open source solutions strong communities exist that are helpful.

Payment System

• Online manual: http://help.clickandpledge.com
• User Groups: To subscribe: Login to the administrative system, Click on Account Info, Click on Subscription tab.
• Support System: https://support.clickandpledge.com

Donor Management System

• SugarCRM: Main SugarCRM Open Source web site
• SugarWIKI: http://www.sugarcrm.com/wiki/
• SugarCRM Forums: http://www.sugarcrm.com/forums/

Web Content Management System

• Joomla: http://www.joomla.com
• Joomla Online Manual

Show Me The following demonstrations & tutorials show you how to accomplish a certain task from start to finish.

How To:

• Set up a simple donation page with radio button options?
• Set up a catalogue checkout page? [coming soon]
• Sell a product through an easyPage or a catalogue page?
• Set up a donation with premiums? [coming soon]
• Set up a discount schedule for a product? [coming soon]
• Charge shipping for products? [coming soon]
• Set up custom forms and questions? [coming soon]
• Define users with different permissions? [coming soon]
• Generate and export reports? [coming soon]
• Charge a card through the virtual terminal? [coming soon]
• Set up a checkout page in a different language? [coming soon]

Email & Listserv Support

Our support department provides email support from 8:00 a.m. - 6:00 p.m. EST (GMT -05:00) Monday - Friday, excluding US holidays. The following email support options are available:

• Email us at: support@clickandpledge.com
• Join the support forum through the administrative system.
  • Login to the administrative system
  • Click on Account Info
  • Click on Subscriptions Tab
  • Choose the list you wish to subscribe to
  • Choose Subscribe from the pull down menu
  • Click the Subscribe button to join the list
  • Once joined follow the emailed instructions to post questions to the list

Free Training Webinars Please visit the Webinars & Training page for details.

 

Call Our Support Department

Our support department provides telephone support from 8:00 a.m. - 6:00 p.m. EST (GMT -05:00) Monday - Friday, excluding US holidays. To reach our support department:

• Click to call our support department
• Or call us at: 540.961.9811 Option 1