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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Donor Management System
Fundraising Solutions
Refine
Donor Management System
Fundraising Solutions
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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
Home
Donor Management System
6. Contributions
Contributions Overview
(4)
Navigating the Contributions Tab
()
Navigating the Contribution Details
()
Exporting Contributions
()
CanadaHelps Contributions VS Offline Contributions
()
Offline (Non-CanadaHelps) Contributions
(7)
Adding & Modifying a Single Contribution
()
Adding a Single Recurring Contribution
()
Deleting a Single Contribution
()
Refunding a Single Contribution
()
Adding Multiple Contributions at Once (Batch Data Entry)
()
Modifying Multiple Contributions at Once
()
Importing Contributions in Bulk (Import Tool)
()
CanadaHelps Contributions
(2)
Modifying a Single CanadaHelps Contribution
()
Finding Answers to Custom Questions from CanadaHelps Contributions
()
Advanced Search
(1)
Advanced Search for Contributions
()
Anonymous Contributions
(1)
Managing Anonymous Contributions
()