Menus Overview

The header and footer menu bars, as well as the Help Center, are available throughout the Qsuite.  Other menus may change depending on what page and product you are in, and what permissions your user is set up with.  The default menu is outlined below. When the options change, based on the page, the new menu will be outlined in the relevant section of this guide.

 

Header Menu Bar

Home:  Return to the Qsuite Home page.

Profiles:  Manage or add new Profiles for your donors.

Reporting:  Navigate to the Reporting Home page.

Admin:  Manage your administration functions like Users, Categories  Communications, and more.

Transactions:  Find specific transactions using various filters across one or all products in the Qsuite.

Search:  Search for donors, registrants, and Profiles by first name or last name, and/or organization name.  The universal search includes all Profiles, past transactions, and any future scheduled transactions.  A minimum of 3 characters is required to search Search will only recognize one name, (first or last) at a time.

 

Home Menu

Home:  Return to the Qsuite Home page.

Add a User:  Create a new user for your Qsuite and set up their Permissions and Notifications.

Add a Profile:  Create a new Profile for a donor.

Add a Giving Page:  Create a new Giving Page using the DonateQ Page Builder.

Add a Donation:  Create a new one-time or recurring transaction using an existing DonateQ Giving Page.

Add an Event:  Create a new Event using the EventQ Event Builder.

Add a Registrant:  Create a new registration for an existing Event in EventQ.

 

Help Menu

Help Center:  Navigates you to the Help Center Home page where you can Contact Support and/or download the Qsuite User Guide.

Training Videos:  Navigates to the video library where you can view How-To and Training Videos.

Reference Sheets:  Navigates to the Quick Reference Sheets page.

FAQ’s:  Navigates to the Frequently Asked Questions page.

Live Chat:  Opens the Live Chat window for support.

 

Footer Menu Bar

Home:  Return to the Qsuite Home page.

Profiles:  Manage or add new Profiles for your donors.

Reporting:  Navigate to the Reporting Home page.

Admin:  Manage your administrative functions like Users, Categories, Communications and more.

Products:  DonateQ, EventQ, and CustomQ links will be located here depending on the products you own and your permissions, just like the Product tabs.


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