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Donor Management System
Charity OS
Fundraising Solutions
Table of Contents
Table of Contents
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Refine
Donor Management System
Charity OS
Fundraising Solutions
Refine
Donor Management System
Charity OS
Fundraising Solutions
Home
Glossary
Donor Management System
1. Getting Started
2. Customizing your DMS
3. Training Webinars
4. Dashboard
5. Contacts
6. Contributions
7. Campaigns, Funds, & GL
8. Receipting
9. Communicating with your Donors
10. Opportunities
11. Reports
12. Settings
What's New?!
Exporting your Data
A Step-by-Step Guide: How to Export All Your DMS Data
Charity OS
Contacts
Overview of your Contacts Tab
Contact Types
Manage Your Contacts
Donations
Manage Your Donations
Settings
Configure Your Tax Receipt Settings
Data Import
Importing Donations in Bulk
Importing Contacts in Bulk
Customize the Default Tax Receipt Emails
Customize the Tax Receipt Thank You Note
Contact Settings
Donation Settings
Tax Receipting
Manage Your Tax Receipts
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
Home
Donor Management System
5. Contacts
Adding & Managing Contacts
Adding and Modifying a Single Contact
Modifying Multiple Contacts at Once
Deleting and Restoring Contacts
Merging Duplicate Contacts
Exporting Contacts
How to Change Contact Type for Existing Contacts
How to Add New Contact Types in your DMS
Importing Contacts in Bulk (Import Tool)