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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Refine
Donor Management System
Fundraising Solutions
Refine
Donor Management System
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
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
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Donor Management System
5. Contacts
Contacts Overview
(3)
Navigating the Contacts Tab
()
Navigating a Contact Profile
()
Understanding Individuals, Organizations & Households
()
Adding & Managing Contacts
(8)
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)
()
Advanced Search
(1)
Advanced Search for Contacts
()
Groups & Smart Groups
(6)
Understanding Groups & Smart Groups
()
Groups & Smart Groups vs Tags
()
Adding, Modifying & Deleting a Group
()
Adding, Modifying & Deleting a Smart Group
()
How to See All of Your Groups and Smart Groups
()
Managing Contacts in Groups & Smart Groups
()
Activities
(4)
Activities Overview
(2)
Adding & Managing Activities
(2)
Relationships
(1)
Understanding & Managing Relationships
()
Tags
(3)
Understanding Tags
()
Adding & Removing Tags to Contacts
()
Creating & Modifying Tags
()