Knack How-Do-I User Guide

Practical, step by step answers to common tasks in your Knack donation system. Built around real workflows, not menus.

Getting Started

• Start Page: The app opens on Donor List.
• Tabs: Donor List, Meshulach List, Donations, Route, Users Guide.
• Shared Controls: Blue Add buttons, View/Edit, Inline Editing, Search, Sort, Filter, Delete are used across tabs.

Core Concepts and Rules

• Auto filled context: Clicking Add Donation from a person’s row auto fills that person’s name. From the Donations tab, select Donor and Meshulach manually.
• View shows only filled fields: Empty fields do not display in view mode.
• Inline editing: Some fields (like City) can be edited directly in the table. Press Enter or click outside to save.
• Delete is permanent: Removes the person and related data system wide.
• Duplicates: Some imported contacts may be duplicated. Clean manually or re import from a deduped file.

Add and Manage People

How do I add a new donor?

1. Go to Donor List.
2. Click the blue Add Donor button (top left under the page title).
3. Fill in the form. Leave anything blank if not needed. Blank fields will not show in view.
4. Click Submit.

How do I add a new meshulach?

1. Go to Meshulach List.
2. Click Add Meshulach.
3. Complete the form and Submit.

How do I view or edit someone’s details?

1. Find the person using Search or Sort.
2. Click View/Edit in their row to open the detail page.
3. To change data, click Edit, make updates, and save.
4. For inline enabled fields such as City, edit directly in the table.

How do I fix duplicates?

Quick fix (manual):

1. Pick a keeper record and open View/Edit.
2. Copy missing info from the duplicate into the keeper.
3. Delete the duplicate record.

Full fix (bulk): Clean the source contact file, remove duplicates, then re import to replace the dataset.

How do I delete someone?

1. Locate the record.
2. Click Delete in the row.
3. Confirm. This cannot be undone.

Find and Organize Records

How do I find someone fast?

• Use the Search Bar. It searches all fields and matches partial strings, even letters in the middle of words.

How do I sort a list?

1. Click the red header of any data column. Do not click action columns like Add Donations or Delete.
2. Toggle ascending or descending. Alpha, numeric, or date depending on the field.

How do I filter precisely?

1. Click Filter.
2. Add one or more conditions. Example: City contains SK or Amount is at least 100.
3. Apply. Use filters when you need exact criteria. Otherwise Search or Sort is faster.

How do I tag people by city initials inline?

1. In the City column, click into the cell.
2. Type city initials, for example SK for Skokie.
3. Press Enter or click outside to save.

Donations

How do I record a donation from a person’s row?

1. In Donor List or Meshulach List, find the person.
2. Click Add Donations in that row.
3. Their name auto fills. Enter Amount, Date, and Method.
4. If it is a check, see How do I upload a check image?
5. Click Submit.

How do I record a donation from the Donations tab?

1. Open Donations.
2. Click Add Donation.
3. Choose Donor and Meshulach from dropdowns. Names are not auto filled here.
4. Enter donation details. Upload check image if needed.
5. Submit.

How do I upload a check image?

1. Take a clear photo of the check with your device camera app.
2. In the donation form, go to the Check section.
3. Click Choose an Image, select the photo, and upload.
4. Save or Submit the donation.

How do I review someone’s donation history?

1. From the person’s row, click Donations History.
2. Open any entry with View/Edit if needed.

Best Practices

• Prefer Search and Sort for speed. Use Filter for exact criteria.
• Keep City initials consistent for routing.
• Standardize name spelling to reduce duplicates.
• Before deleting, check whether linked history is still needed.

Section 2: Route

How do I make a route from start to finish?

This is the full walkthrough for creating a complete route from start to finish. It covers how to prepare, select a meshulach, add donors, set order, and mark visits as completed.

1. Go to the Route tab and look at the right-side 'Today' list to check for any come-backs due today.
2. Decide which meshulach will be working today.
3. In the Meshulachim list (left side), find that meshulach and click the 'Route' button to open their page.
4. On their route page, use the 'Add Donor to Route' form to add today’s donors one by one.
5. Confirm the Scheduled Date (auto-fills to today) and add time or notes as needed.
6. Once all donors are added, assign numeric values in the 'Order' column to set your stop sequence.
7. Start visiting. After each stop, click 'Add Donation' if applicable, then mark 'Completed = Yes'.
8. If a visit is missed, immediately change its Scheduled Date to reschedule.
9. At the end of the day, verify that the completed donors no longer appear in the Today list.

Routes are day-based and built around a single meshulach each week. There are two pages involved: a first-page daily overview (shows ALL donors due today, including come-backs), and a meshulach-specific working page where you add and manage today’s stops. Always check the daily overview BEFORE building today’s route to avoid mixing reminders with new additions.

How do I check today’s come-backs before building a route?

Start every day by checking come-backs scheduled for today so you don’t bury them under new additions.

• You’re on the Route first page.

1. Look at the right-side Today list to see all donors due today (includes come-backs).
2. Scan for any donors that are follow-ups from previous weeks.
3. Decide which come-backs must be included as you plan today’s route.

How do I select a meshulach and open their working route?

Pick the meshulach for this week/day and open their dedicated working route.

• You’ve reviewed come-backs on the first page.
• You know which meshulach you’re going out with.

1. In the left-side Meshulachim list, find the meshulach by Name or sort by City initials.
2. Click the Route button on that row to open the meshulach’s route page.

How do I add donors to today’s route?

Add donors one-by-one to build today’s route for the selected meshulach.

• You are on the meshulach route page.

1. Open the Add Donor to Route form (3rd element).
2. Choose a donor from the dropdown.
3. Confirm Scheduled Date (auto-filled to today). Change it if scheduling for another day.
4. Optionally set Time and add short Notes.
5. Save. The donor appears in the route table (2nd element).
6. Repeat for each additional donor.

How do I set and auto-sort the visit order?

Control the stop sequence using the numeric Order field and sort by it.

• Donors are already added to the route table.

1. In the route table, click into the Order cell and type a number for each donor.
2. Configure the table to sort by Order (ascending).
3. Use 10, 20, 30… so you can insert 15 or 25 later without renumbering everything.

How do I mark a visit completed so it disappears?

Mark finished visits so they drop off today’s list.

• You visited the donor.

1. Open the donor row in the route table.
2. Set Completed to Yes and save.

How do I reschedule a missed visit so it shows on the right day?

Reschedule missed visits immediately so they surface on the correct future date.

• The donor wasn’t available or you need to come back.

1. Open the donor row in the route table.
2. Change Scheduled Date to the new date and save right away.

How do I add a donation from the route?

Record a donation directly from the donor row on the route table.

• You’re on the meshulach’s route page and standing at/after a visit.

1. Click Add Donation on the donor row.
2. Confirm amount, date, and method.
3. If it’s a check, upload the check image (see below).
4. Submit.

How do I see a donor’s donation history and stats?

Open the donor’s full donation record and summary metrics.

1. Click Donations History on the donor row.
2. Review the 3-part page: Donor Details, Donation History (list), Donor’s Donation Stats (summary).

How do I upload a check image?

Attach a photo of a check to a donation entry.

1. Take a clear photo using your device’s camera (good lighting, no glare).
2. In the donation form, scroll to the Check section.
3. Click Choose an Image, select the photo, and upload.
4. Submit the donation.

How do I search or sort within the route?

Find and arrange route records quickly.

1. Use Search to match any part of a name (partial letters work).
2. Click a red data-column header to sort; avoid action columns.