The spirit behind the new Account Sidebar is to save you time by giving you quicker access to account management functions.
Automatic Account Creation and Linking
Prior to this update, orders were only created if the donor specified a password during payment. Now, at payment, an account will always be created, regardless of whether a password is provided. If the payment has an email or name-zip combination that matches an existing account, we will link to that account.
Instant Donor Overview
The new Account Sidebar that displays on the order screen shows you an overview of the account holder including their lifetime payments, as well as recent orders.
GiveCloud will always try and automatically link your payments to an existing account. GiveCloud now also shows you similar accounts based on email or name-zip matching. If GiveCloud made the initial match incorrectly, you can quickly see potential alternatives and switch the account with one-click.
Easily Switch & Link Other Accounts
If you see the wrong account in the sidebar, you can easily switch the account one of two ways.
- Select the drop-down beside the account holder's name and select 'Switch'
- Use the 'Similar Accounts' section and choose one of the similar accounts to link.
Quick Access to Merge & Login
The dropdown beside the account holder's name lets you quickly merge the account with an existing account, or quickly login as the account holder to see what they see.