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  • 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
                                          • Home
                                          • Donor Management System

                                          2. Customizing your DMS

                                          Customizing Your DMS: Basic Steps

                                          Configuring your Organizational Details (2)

                                          • Modifying your Organization Information ()

                                          • Configuring your Fiscal Year Date ()

                                          Configuring your Tax Receipts (4)

                                          • Configuring your Tax Receipt Settings ()

                                          • Modifying the Default Tax Receipt Thank You Note ()

                                          • Modifying the Default Tax Receipt Emails ()

                                          • Previewing Tax Receipts ()

                                          Configuring Your Email Settings (3)

                                          • Connect your Email to the DMS ()

                                          • Adding an additional From Email to your DMS ()

                                          • Connect your Email to the DMS - Frequently Asked Questions ()

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