Recent Articles
Viewing Account Payments and Receipts in SteepleMate
If you’re looking to view payment history, download receipts, or manage payment methods for your SteepleMate subscriptions and add-ons, this guide will walk you through the process. Access Requirements: You must be logged in as a Super User or ...
Export Contribution Statements in SteepleMate
This guide will walk you through exporting contribution statements to PDF, XLSX, and image formats. While multiple file types are available, PDF and image formats are the most commonly used. Before You Begin Before exporting, ensure you have ...
How to Send Emails in SteepleMate
This guide will walk you through using the email features in SteepleMate, including sending messages to individuals and groups. Composing a New Email Navigate to the Email Composer From the left navigation menu, select Communicate > Send Messages. ...
I accidentally deleted someone's profile. What can I recover?
Can a deleted profile be recovered? Unfortunately, due to compliance requirements, once a profile has been expunged in SteepleMate, it cannot be recovered. This action is permanent and irreversible. Is any data retained after deletion? While the ...
How to Expunge a Person’s Data in SteepleMate
SteepleMate provides an option to permanently delete a person's data from the system. This action is designed to help comply with privacy laws such as the California Consumer Privacy Act (CCPA/CPRA) and the EU General Data Protection Regulation ...