Help File Directory

  1. Professional Political Firm Directory
  2. How Do I Get Started in ISP?
    1. Which Browser Should I Use?
    2. What Is the Multi-Account Dashboard?
    3. What Is the Initial Account Set Up & Agreement?
    4. What Are the Tabs on the Dashboard?
    5. How Do I Set Up My Compliance Reporting?
    6. How Do I Get Data in My New Database?
    7. How Do I Use Quick Search?
    8. What Are the Dashboard Charts and Graphs?
    9. What Is the Dashboard Customization?
    10. What Are the Key Statistics on the Dashboard?
    11. What Are Pending Imports and How Do I Process Them?
    12. What Do the Different Button Colors Mean?
  3. How Can I Use ISP in My Favor?
    1. What Are ISP Best Practices?
    2. What Are Accounting Practices to Keep In Mind?
    3. How Can I Best Manage Duplicates in My Database?
    4. Compliance Errors and Descriptions in ISP
    5. What Are Volunteer Sign Up Form Options in ISP?
  4. About Accounting in ISP
    1. What Are MIA Donation Totals?
    2. What Are Key Statistics?
    3. About Transactions
      1. How Do I Add New Transactions?
      2. What Are the Available Transaction Types in ISP?
      3. What Are Transaction Limits?
      4. What Do the Different Colors Mean When Adding Transactions?
      5. Entering Unusual Transactions
        1. How Do I Enter Returned Checks Due to Insufficient Funds?
        2. What Are Reversed Monetary Contributions and Refunded Contributions & How Do I Add Them?
        3. How Do I Create a Reversed Split Transaction?
        4. How Do I Create an Independent Expenditure?
        5. How Do I Add a Reattribution OR Redesignation?
        6. How Do I Void A Recorded Check?
        7. How Do I Add Conduit Transactions & Processing Fees?
      6. What Is an Accrued Expense?
        1. How Do I Create and Report Accrued Expenses Without the Invoice?
      7. How Do I Create ActBlue Conduit Transaction Deposit After an Import?
        1. How Do I Add ActBlue Fees?
      8. How Do I Enter Conduit and Earmarked Transactions?
      9. How Do I Record Inkind Made Transactions?
      10. What Are Levin Funds and How Do I Add Them?
      11. How Do I Enter a Non-Travel Advance of Personal Funds?
      12. How Do I Record Loans?
      13. How Do I Record Petty Cash Transactions?
      14. What Are Memos & Splits and How Do I Add Them?
      15. How Do I Add a Support/Oppose Memo?
      16. What Are Monetary Contribution Transaction Tags?
      17. What Are Expense Transaction Tags and How Do I Use Them?
      18. What Are Internal Transfers?
      19. How Do I Add a Contribution to Other Committees?
      20. How Do I Create a Reimbursement?
    4. What Are Allocations & How Do I Use Them?
      1. What Is an Allocation Transfer?
    5. About Balances
      1. How Do I Create Transactions Considered Debt?
      2. How Do I Add a Full OR Partial Payment to an Accrued Expense?
      3. How Do I Add a Loan Repayment or Forgiveness?
      4. How Do I Generate Reports of Pledges & Targets?
      5. How Do I Enter Credit Card Purchases?
    6. What Are Budgets and How Do I Add One?
    7. What Are Intra-Account Transfers?
    8. What Is JFC Management?
    9. About Check Printing
      1. How Do I Print Checks?
      2. How Do I Batch Print Checks?
    10. What Is Bank Statement Reconciliation & How Do I Use It?
    11. About Record Deposit
      1. How Do I Record a Deposit?
      2. How Do I Update OR Edit a Deposit?
      3. How Do I Add Refunds to Integrations Deposits?
    12. What Are Recurring Transactions and How Do I Add One?
    13. What Is the Register?
    14. About Thank Donors
      1. How Do I Thank Donors & View Previously Thanked Donors?
      2. How Do I Create Thank You Letters Using Microsoft Word?
  5. About Add/Search
    1. About Entities in ISP
      1. How Do I Combine Duplicates in Search Results?
      2. How Do I Create New Relationships?
      3. What Are Pledges & Targets and How Do I Add Them to Records?
      4. How Do I Track Pledges?
      5. How Do I Generate Call Sheets?
      6. How Do I Add International Addresses to ISP?
    2. About Individual Records
      1. How Do I Use the Individual Search?
      2. What Is Householding and How Do I Create a Householded List?
      3. How Do I Use Relationships to Add New Individuals & Copy Contact Info?
      4. What Is Time Tracking?
    3. About Organization Records
      1. How Do I Use the Organization Search?
    4. What Is Advanced Search and How Do I Use It?
      1. What are the New Search Group and Add Compound Rule buttons in Advanced Search?
      2. How Do I Filter My Advanced Search by State and Local Districts?
      3. What Are Advanced Search Recipes?
        1. How Do I Find Donors Who Contributed in a Specific Date Range?
        2. How Do I Locate First Time Donors Using Advanced Search?
        3. How Do I Use Advanced Search to Locate Donors Over the Limit?
        4. How Do I Exclude Results Based on Flags Using Advanced Search?
        5. How Do I Find Donors Who Gave to the Primary but Not the General?
        6. How Do I Find Non-donors?
        7. How Do I Find Communications Made By Date and/or Type?
      4. How Do I Set Flags Using Advanced Search & AI?
      5. How Do I Copy Data Between My Accounts?
      6. How Do I Create and Manage Custom Exports?
      7. What Is the Difference Between Actor and User Fields in Advanced Search?
  6. About Reports in ISP
    1. About Compliance Reports
      1. What Are Compliance Reports?
      2. Beta Compliance Reports
      3. About Generating and Filing Compliance Reports
      4. What Records are Needed for Compliance Reporting?
        1. How Do I Add or Set a Filer?
        2. How Do I Add Multiple Filers or Change the Existing Filer?
      5. How Do I Find Out My State’s Filing Dates?
      6. What Are the Sort Order Options for Compliance Reports?
      7. I Didn’t File My Report, What Should I Do Now?
      8. How Do I Prepare My Termination Report?
      9. What Is the Password Safe?
      10. IRS Filing FAQ and Resources
        1. What Is the IRS Form 8872 & How Do I Prepare and File It?
        2. Do I Need to File the IRS Form 8871/8872?
        3. Do I Need an Ein and How Do I Apply for One?
        4. When Are the IRS Filing Deadlines?
      11. FEC Campaign, Party, & PAC Filing FAQ and Resources
        1. What Is the Threshold to Register a FEC Committee?
        2. How Do I Generate and E-file With the FEC?
        3. When Are the FEC Filing Deadlines?
        4. How Do I Add Candidate and Committee Records Directly From the FEC?
          1. Why Isn’t Candidate Information Pulling Properly to the FEC Form 3X?
        5. What Is the Difference Between FEC Candidate IDs and Committee IDs?
        6. What Are Carey Committees and Carey Accounts?
        7. About Super PACs
        8. How Do I Report Inkind Transactions Paid by the Candidate?
        9. How Do I Report Auction Items and Proceeds From Sales on FEC Reports?
        10. How Do I Report FEC Late Partnership Information?
        11. What Are the Sort Order Options for the FEC Reports?
        12. Why Can’t I See the FEC Form 3?
        13. How Do I Report Advances for Travel?
        14. How Do Federal and Non-federal IE’s Pull to Reports?
        15. Why Are Dashboard Key Stats Different Than Line 11 Totals on FEC Reports?
        16. How Should Debt Forgiveness Appear on the FEC Form 3/3X/3P?
        17. About the FEC Form 24-IE Report
        18. About the FEC Form 48-IE Report
        19. What Are Estimated Expenses for Form 5 and 24/48 Hour IE Reports?
        20. About the FEC Form 1 Report
        21. FEC Form 1M (Notice of Multi-Candidate Status)
        22. About the FEC Form 3 Report
          1. How Do I Report a Transfer From a Joint Fundraising Committee (JFC)?
          2. How Do I Generate the FEC Form 3 Post-general Report?
          3. How Do I Pull a Transaction to a Specific Line on the FEC Form 3?
          4. Form 3 Errors and Warnings
          5. How Do I Add a Form 3Z to the FEC Form 3 Report?
          6. Why Can’t I See the FEC Form 3P?
          7. What Are Nominee Fund Transfers?
        23. About the FEC Form 3 (PAC) Report
        24. How Do I Pull a Transaction to a Specific Line on the FEC Form 3X?
          1. How Do Allocations Appear on the FEC Form 3X Report?
          2. How Do I Get the Multi-Candidate Box Checked?
          3. Prohibited Inkind Contributions for Allocable Activities
          4. What Is the 0% Federal Allocation Used For?
        25. FEC Form 3X (Party): How Do I Pull a Transaction to a Specific Line?
        26. Different Options for FEC Form 3X Filing
        27. How Do I Prepare and Generate the FEC Form 1?
          1. What do I Need to File an Amended Form 1?
        28. What Is the Form 2 and When Do I File It?
        29. About the FEC Form 3P Report
        30. About the FEC Form 5 Report
        31. About the FEC Form 6 Report
        32. About the FEC Form 99 Report
        33. About Report Post-Generation
          1. What Are FEC System Errors and How Do I Fix Them?
          2. Wrong FEC Password Error Troubleshooting
          3. How Do I Correct Disallowed Reporting Description Warnings Or Provide Accurate Compliance Notes on Reports?
          4. Why Are Transactions Not Itemized on FEC Reports?
          5. Why Are My Accrued Expenses Not Itemizing on Schedule D?
          6. Why Are My FEC Reports Aggregating Differently in ISP?
          7. Why Are My Inkinds Itemizing on Schedule B?
          8. About FEC Backdoor Passwords
          9. My FEC Report Failed While Processing. Now What?
        34. About FEC Conduit (Earmark) Memos
        35. Best Practices for Filing FEC Amendments
      12. Alabama Campaign, Party, & PAC Filing FAQ and Resources
        1. How Does the FEC Report New Debts Under $500?
        2. When Are the Alabama Filing Deadlines?
        3. About the AL PAC
        4. About the AL PAC Major
        5. About the AL CEO Report
        6. About the AL CEO Major Report
      13. Alaska Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Alaska Filing Deadlines?
      14. Arizona Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Arizona Filing Deadlines
        2. About the AZ Periodic Report / PAC Bulk Import
        3. About the AZ IE Trigger Report
      15. Arkansas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Arkansas Filing Deadlines?
      16. California Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I File a CA Form 496?
          1. How Do I Report Accrued Expenses Splits with an IE Support/Oppose Memo on the CA 496?
        2. When Are the California Filing Deadlines?
        3. Best Practices for CA Warnings & Errors
        4. Reporting Rules for Joint FEC/CA Filings
        5. What Are Primarily Formed PACs in CA?
        6. What Are CA Local Signers and Pins (NetFile)?
          1. Can I File a Report if I Don’t Have a FPPC ID Yet?
        7. What Are Aggregates by Relationships on CA Report?
        8. What Are CA LLC/LLP Reporting Requirements?
        9. How Do I Report Contributions Made to Committees Without ID Numbers?
        10. Where Do I File as a Local CA Filer if the “Efile Report to Local” Button Is Not Available (ECampaign & Efs)?
        11. About the CA Form 410
        12. What Is the CA 460 Report & How Do I Prepare and File It?
          1. CA 460 Line by Line
          2. Checkboxes for Sch D on CA 460
          3. Reporting Splits on CA 460
          4. Why Are Lines 20 and 21 Showing as $0.00 on My Report?
          5. Why Are There Errors in My CA Confirmation Email That Are Not in ISP?
        13. About the CA Form 461
        14. About the CA Form 461 – Non-committee Report
        15. About the CA Form 461-Reverse Report
        16. About the CA Form 462 Report
        17. About the CA Form 497 Report
          1. How Do I File a CA Form 497?
          2. How Do I File a CA Amendment?
          3. ActBlue Transactions as the Intermediary on 497 Reports
        18. About the CA Form 497 — Reverse
        19. About the CA Form 501 Report
        20. Issues With California’s PDF Converting Program
        21. How Do I File as a Local CA Filer When the E-file Report to Local Button Is Available (NetFile)?
        22. What Is eSignature and How Do I Use It?
        23. My Local Filing With NetFile Just Failed. Now What?
        24. Where Do I Get the Original CA Filing ID Number?
      17. Colorado Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Colorado Filing Deadlines?
        2. About the CO RCE Report
        3. About the CO RCE Major
        4. About the CO RCE Party Report
      18. Connecticut Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Connecticut Filing Deadlines?
        2. SEEC Form 20 (CT) Line by Line
        3. About the CT Form 30 Report
        4. About the CT Form 40 Report
        5. How Do I E-file IN Connecticut?
      19. Delaware Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Delaware Filing Deadlines?
      20. Florida Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Florida Filing Deadlines?
        2. About the FL DS-DE Report
        3. About the FL Testimonial Report
        4. How Do I Meet Florida’s 106.0701 Reporting Requirements in ISP?
      21. Georgia Campaign, Party, & PAC Filing FAQ and Resources
        1. How Do I Efile With Georgia?
        2. When Are the Georgia Filing Deadlines?
        3. About the GA Two Business Day Report
        4. About the GA CCDR Report
        5. About the GA CCDR (Easy Vote) Report
      22. Hawaii Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Hawaii Filing Deadlines?
      23. Idaho Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Idaho Filing Deadlines?
      24. Illinois Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Illinois Filing Deadlines
        2. About the IL Schedule A-1
        3. About the IL Schedule B-1
        4. About the IL Form D-2
      25. Indiana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Indiana Filing Deadlines?
        2. About the in CFA4
        3. About the IN CFA5
        4. About the IN CFA11
        5. How do I Report Indiana Transfers-In?
      26. Iowa Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Iowa Filing Deadlines?
        2. About the IA Form DR2 Report
      27. Kansas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Kansas Filing Deadlines?
        2. About the KS PAC Report
        3. About the KS Last Minute Report
      28. Kentucky Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Kentucky Filing Deadlines?
      29. Louisiana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Louisiana Deadlines?
        2. About the LA Form 202 Report
        3. About the LA Form 203 Report
      30. Maine Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Maine Filing Deadlines?
        2. How Do I E-file IN Maine?
        3. About the ME CFR – PAC Report
        4. About the ME 24Hour – PAC
      31. Maryland Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Maryland Filing Deadlines?
      32. Massachusetts Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Massachusetts Filing Deadlines?
        2. About the MA Deposit Report
        3. About the MA Depository Credit Card Report
        4. About the MA Depository Periodic Report
        5. About the MA Depository Reimbursement Report
        6. About the MA Depository Subvendor Report
        7. About the MA Non Depository LCR Report
        8. About the MA Non Depository Periodic Report
        9. About the MA Municipal Periodic Report
      33. Michigan Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are The Michigan Filing Deadlines?
        2. How Do I File My Michigan Report?
        3. About the MI PAC Report
        4. About the MI PAC LCR Report
      34. Minnesota Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Minnesota Filing Deadlines?
        2. MN Hennepin County: Line by Line
        3. MN CAND Report: Line by Line
        4. About the MN 24 Hour CAND Report
        5. About the MN – PCF Report
        6. About the MN 24 Hour PCF Report
      35. Mississippi Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Mississippi Deadlines?
        2. About the MS Report of Receipts and Disbursements
        3. About the MS 48 Hour Report of Reportable Contributions
      36. Missouri Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Missouri Filing Deadlines?
        2. About the Missouri AI PAC Trigger Report
        3. About the MO Committee Disclosure Report
        4. About the MO LCR Report
      37. Montana Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Montana Filing Deadlines?
        2. About the MT Committee Report
        3. About the MT Form C7 Report
        4. About the MT Form C7E Report
      38. Nebraska Campaign, Party, & PAC Filing FAQ and Resources
      39. Nevada Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Nevada Filing Deadlines?
        2. What’s the Difference Between E-file and Paper Only Reports for Nevada?
        3. About the NV Candidate Contributions and Expenditures Report
        4. About the NV Committee Contributions and Expenditures Report
      40. New Hampshire Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Hampshire Filing Deadlines?
        2. About the NH – LCR Report
        3. About the NH – R and E
        4. About the NH – IE Report
      41. New Jersey Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Jersey Filing Deadlines?
        2. NJ Form R-1 Line by Line
        3. About the NJ Form R1 48HR Report
      42. New Mexico Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New Mexico Filing Deadlines?
        2. About the NM Campaign Finance Report
        3. About the NM Supplemental Report
      43. New York Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the New York Filing Deadlines?
        2. New York January Periodic Settings
        3. NY Common Import Errors
        4. What Are the Transaction Method Rules for NY Reports?
        5. About the NY CF-01 Report
          1. Tips and Best Practices for the New York CF-01 Report
        6. About the NY Cf-07 (Authorized User Designation and Removal Form)
        7. About the NY Weekly/24-Hour Report
        8. How Do I File an Amended NY Report?
      44. North Carolina Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the North Carolina Filing Deadlines?
        2. NC Form 1000 Line by Line
        3. About the NC Form 2220 Report
        4. About the NC Form 4100 Report
      45. North Dakota Campaign, Party, & PAC Filing FAQ and Resources
      46. Ohio Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Ohio Filing Deadlines?
        2. About the OH Standard Report
        3. About the OH Form 30C Report
      47. Oklahoma Campaign, Party, & PAC Filing FAQ and Resources
      48. Oregon Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Oregon Filing Deadlines?
        2. How Do I Add Reimbursements to Personal Expenses for Oregon Compliance Reports?
        3. How Do I Pull “Employer/Occupation letter sent date” for Reporting?
        4. How Do I E-File with ORESTAR?
      49. Pennsylvania Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Pennsylvania Filing Deadlines?
        2. What Is the Pennsylvania Apply to File Process?
        3. About the PA Late Contribution Report (24 Hour Report)
        4. About the PA DSEB-502 Report
      50. Rhode Island Campaign, Party, & PAC Filing FAQ and Resources
      51. South Carolina Campaign, Party, & PAC Filing FAQ and Resources
      52. South Dakota Campaign, Party, & PAC Filing FAQ and Resources
      53. Tennessee Campaign, Party, & PAC Filing FAQ and Resources
      54. Texas Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Texas Filing Deadlines?
        2. How Do I Populate the Cover Page on My TX Report?
        3. How Do I Pull Candidate Info to Section 9 on Schedule F1?
        4. How Do I Enter Non-itemized Transactions for My TX Reports?
        5. About the TX COH Report
        6. About the TX COH-SS Report
        7. About the TX GPAC Report
        8. About the TX MPAC Report
        9. About the TX SPAC Report
        10. About the TX DAILY-C COH Report
        11. About the TX DAILY-C PAC Report
        12. About the TX DAILY-E PAC Report
      55. Utah Campaign, Party, & PAC Filing FAQ and Resources
      56. Vermont Campaign, Party, & PAC Filing FAQ and Resources
        1. About the VT Disclosure Report
        2. About the VT Mass Media Report
      57. Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Virginia Filing Deadlines?
        2. About the VA Compliance Report
        3. About the VA Large Contribution Report
        4. About the VA Non-Candidate Compliance Report
      58. Washington Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Washington Filing Deadlines?
        2. Tokens, Passwords, and Filing Washington State (PDC) Reports
        3. How Do I Create a Compliant WA Surplus Account?
        4. How Do I Set up Seattle Efiling?
        5. What Is the WA Auction Report?
        6. About the WA C3 Report
          1. WA Form C3 and Voucher Contributions
          2. About Seattle Low-Cost Fundraisers
        7. About the WA Form C3 – Non-Candidate Report
        8. About the WA C4 Report
          1. WA C4 (PDC) Line by Line
          2. How Are Refunded Contributions Reported on the C4 Report?
          3. How Does the 21 Day Limit on Debts Before They Become Loans Impact Reporting?
          4. How Are Refunded Contributions Reported on WA C4 PDC vs Seattle?
          5. How Do I Add and Report Negatives in Deposit Batches?
          6. How Do I Add and Report Accrued Expense Payments on the C4?
          7. Why Are My Accrued Expenses Itemizing Incorrectly on the WA C4?
        9. About the WA Form C4 – Ballot Measure Report
        10. About the WA Form C4 – Non-Candidate
        11. New Washington Filing System
        12. My PDC C3 Amendment Filed as a New Report – How Do I Fix That?
        13. What Is the WA PDC Last Minute Contributions Report?
      59. West Virginia Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the West Virginia Filing Deadlines?
        2. About the WV F7 Report
        3. About the WV F7B
      60. Wisconsin Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Wisconsin Filing Deadlines?
        2. How Do I File My Wisconsin Report?
        3. About the WI RandE Report
      61. Wyoming Campaign, Party, & PAC Filing FAQ and Resources
        1. When Are the Wyoming Filing Deadlines?
        2. About the WY PAC Contributions and Expenditures Report
    2. About Compliance Tools
    3. Compliance Report Post-Generation
      1. How Do I Generate a PDF Version of My Compliance Report?
      2. Using the Mark as Filed Feature
    4. Policy on Legal Advice
    5. About Financial Reports
      1. What Are the Financial Reports in ISP?
      2. How Do I Use the Columns to Gather Contact Info for the Financial Report Export?
      3. What Is the Financial Transaction Report?
        1. How Do I Find Transactions Linked to a Specific Event?
        2. Financial Report Recipe: Exclude Refunds
      4. How and When Do I Use Bulk Update?
    6. About Fundraising/Analysis Reports
      1. What Are the Pledge or Target Metrics Reports?
    7. How Do I Create a Scheduled Report?
      1. What Are the to and From Date Options for Scheduled Reports?
  7. About Tools in ISP
    1. What Are Calendar Feeds?
    2. What Is Call Time and How Do I Use It?
      1. What Are Call Time Settings?
    3. What Is ai@ISP?
      1. Which Report Filings Does AI Check?
      2. How Do I Set the AI Alert for Over the Limit Contributions?
    4. How Do I Use BCC Emails to Add Communications?
    5. What Is the Calendar and Recurring Calendar Entries?
    6. What Are Call Sheets?
    7. What Are Check Requests?
    8. How Do I Combine Duplicates?
    9. How Do I Create Drip Campaigns & Drip Emails?
      1. What Are the Add Drip Email Options?
      2. How Do I Set up Automated Drip Campaigns?
    10. What Are Events & How Do I Use Them?
      1. What Is Event Management?
    11. What Are External Data Sources?
    12. What Is Form Builder & How Do I Use It?
    13. How Do I Link Spouses?
    14. What Is the Marketing Link Builder Tool?
    15. What Is the Soft Credits Tool?
    16. What Is External ID Tracking?
    17. What Is the Compliance Report Excel Export?
    18. What Are Third Party Donations?
    19. How Do I Set Up & Print Envelopes?
    20. What Are Quick Emails?
    21. How Do I Use Quick Import?
      1. What Are the Available Quick Import Formats in ISP?
    22. What Is Rocket Management?
    23. What Are Tickets & Ticket Areas and How Do I Add Them?
    24. What Are Reminders?
      1. What Are Reminder Types?
    25. What Are Webhooks and How Do I Use Them?
  8. About Lists in ISP
    1. What Are Budget Categories?
    2. What Are Communication Types?
    3. How Do I Add an Election?
    4. What Are Financial Accounts and How Do I Add Them?
      1. How Do I Use Financial Accounts for Virtual Accounting?
    5. What Are Flags and How Do I Use Them?
      1. How Do I Set the Flag Icon?
    6. How Do I Add & Use Genders?
    7. What Are Memberships and Membership Types?
    8. About Other Entities
      1. What Is an Anonymous Transaction and How Do I Add One?
      2. How Do I Add a Ballot Measure?
      3. What Is a Bookkeeping Transaction and How Do I Add One?
    9. What Are Units?
    10. What Are Time Tracking Categories?
  9. About Integrations in ISP
    1. What Is Magic Match and How Do I Use It?
    2. What Are the Credit Card Processing Options at ISP?
      1. Credit Card Failure Codes
    3. How Do I Set up an ActBlue Integration?
      1. What Are the ActBlue Settings?
      2. How Do I Use the ActBlue Quick Import?
    4. How Do I Set up the Anedot Integration?
    5. How Do I Set up the Constant Contact Integration?
    6. How Do I Set up the Dropbox Integration?
    7. How Do I Create the eFundraising Connections Integration?
    8. What Is the Xodo Sign Integration and How Do I Use It?
    9. How Do I Set up a Kindful Integration?
    10. What Is the Mailchimp Integration and How Do I Add It?
      1. Dealing with SPAM Filters
      2. Why Emails May Bounce/Won’t Send Out
    11. Why Are My Broadcast Emails Taking So Long to Be Delivered?
    12. How Do I Set up a NationBuilder Integration?
    13. Ninja Forms Integration Setup
    14. How Do I Set up the Numero Integration?
    15. How Do I Set Up and Use the NetFile Integration?
    16. How Do I Set Up The Raise The Money Integration?
    17. How Do I Add the Stripe Integration in ISP?
    18. How Do I Add the Targeted Victory Integration?
    19. How Do I Set up the WinRed Integration?
      1. How Do I Use Quick Imports for WinRed Transactions?
      2. How Do I Create a WinRed Conduit Check?
      3. WinRed Integration Troubleshooting
      4. How Do I Export Data Out of WinRed for Quick Imports in ISP?
    20. About ISP’s API
      1. How Do I Set Up Authentication with ISP’s API?
      2. How Do I Add Political Committees via ISP’s API?
      3. What Fields Are Available for API Submissions?
      4. How Do I Add Online Donations via ISP’s API?
      5. How Do I Add Fees and Other Expenses via Isp’s API?
      6. How Do I Add Deposit Batches via ISP’s API?
      7. How Do I Add Volunteers With Flags Via ISP’s API?
      8. API Sample Code: Javascript
      9. Budget Category Request API
      10. Deposit Batches Request API
  10. About System Options in ISP
    1. How Do I Use the Account Management Page?
    2. How Do I Change My Password?
    3. What Is Two Factor Authorization and How Do I Set It Up?
      1. What Is Authy and How Do I Use It?
    4. About Users
      1. How Do I Add New & Existing Users to a Database?
      2. What Are the Different User Permissions in ISP?
    5. What Are Hotkeys?
  11. About Consultant Tools in ISP
    1. What Is ai@ISP in Consultant Tools?
    2. What Is Data Flow and How Do I Use It?
    3. What Is the File Compliance Reports Page in Consultant Tools?
    4. What Is the Filing Deadlines Calendar in Consultant Tools?
    5. What Are Key Stats in Consultant Tools?
    6. What Is Cross-Account Check Printing in Consulting Tools?
    7. What Is the My Firm Page in Consultant Tools?
    8. What Is the Firm Details Page in Consultant Tools?
  12. Useful Information in ISP
    1. General Tools and Tips
    2. How Do I Pull a Final Export on My Own?
    3. How Do I Capture Video With Windows 10?