Donor Management System
What's New
- Receipt Improvement
- In order to send out or download another copy of a Tax Receipt (e.g. your donor misplaced the original copy), the button used to read "Re-Issue Tax Receipt", which led to some confusion.
- Whether you are resending a duplicate copy to your donor or downloading a Voided/Cancelled Receipt, the button now reads "Complete".
- My Reports
- If you have any Saved Reports that have been marked as "My Report", you will now be able to find them all under a new tab titled "My Reports"
New Learning Resources
- Learn to report on total contribution amounts per donor for a set date range - click to read more
- Does your charity receive lots of contributions in memory or in honour of someone? Learn to personalize thank you notes to your donors in bulk based on their dedication - click to read more
- Do your Bulk Emails get caught in your donors' spam/junk folders? Learn to optimize your Bulk Emails and bypass spam filters - click to read more
- Want to learn more about all the available Reports and recommendations for their uses? - click to read more
- Learn about the DMS's Campaign Groups feature to aid in your fundraising tracking - click to read more