[Donor Management System] March 15, 2022

Donor Management System

What's New

  • Contribution receipted field: We've added a new field to help search for receipted Contributions! Find it above the Receipt Number field.
    • With this new feature, when a contribution is receipted through the DMS or by CanadaHelps.org, the Contribution will be marked as "Contribution receipted".
    • When entering a manual contribution that was receipted in the past or through a different way,  "Contribution receipted" checkbox can manually be checked, preventing it from being receipted in the DMS.
  • Recurring Donations: You can now Advanced Search for your Recurring donations from CanadaHelps.org.