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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. Importing Data During Onboarding
3. Customizing your DMS
4. Training Webinars
5. Dashboard
6. Contacts
7. Contributions
8. Campaigns, Funds, & GL
9. Receipting
10. Communicating with your Donors
11. Opportunities
12. Reports
13. Settings
What's New?!
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
6. 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
()