Quick actions
The Quick actions block is the first one you see when arriving on the dashboard. It groups the most frequent entries and shortcuts to save you from navigating the sidebar.
The 4 entry buttons
Each « Add » button opens the creation form directly, without an intermediate step.
| Button | Opens | Documentation |
|---|---|---|
| Add a contact | « New contact » form | Contacts |
| Add a payment | « New payment » form | Add a payment |
| Add a subscription | « New subscription » form | Recurring payments |
| Add a pledge | « New pledge » form | Pledges |
The 3 useful shortcuts
These three buttons don't create anything: they open a screen that is often consulted.
| Button | What it does |
|---|---|
| My donation page | Opens the public donation page of your organization in a new tab — useful for copying the URL and sharing it. |
| Search a contact | Opens the Contacts module search screen with the cursor ready in the bar. |
| Search a payment | Opens the Payments module search screen with the cursor ready in the bar. |
Holiday pages (organizations in France only)
If your organization is attached to a France country, the Quick actions block displays at the bottom a grid of 16 holiday pages: these are themed donation pages ready to use, which you can share on WhatsApp, email or social networks.
List of available holiday pages
| Category | Pages |
|---|---|
| Annual cycle | Passover, Lag Baomer, Sukkot, Rosh Hashanah - Kippur, Hanukkah, Purim |
| Rites and services | Kapparot, Yizkor, Home blowing (shofar), Birkat Hashana, Blessing Request, Megillah Reading |
| Passover – specific sales | Passover Menu, Passover Seder, Matzot Sale, Chametz Sale |
How it works
Each card opens a sharing window that offers you:
- The direct link to the holiday page (to copy and paste in a message)
- Quick-share buttons to WhatsApp, email, etc.
- A visual preview of the page as it will appear on the donor side
- 1
Identify the holiday to promote
In the grid, click the card of the holiday (for example: Passover).
- 2
Copy the link or share directly
The window offers you the shareable link and send buttons. The donation then arrives in your payments with the holiday as a reference.
- 3
Track the results
Donations received aggregate in the Payments block of the dashboard and in the Payments module. Filter by campaign to isolate the collection.