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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Donor Management System
Fundraising Solutions
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Donor Management System
Fundraising Solutions
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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
1. Getting Started
Welcome to your new DMS! Learn how to log in for the first time and navigate the features of the DMS.
General Overview
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Welcome to the DMS!
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What Does the DMS do?
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Who Uses the DMS?
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How CanadaHelps Donations Sync with your DMS
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Logging In for the First Time
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Navigating the DMS
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DMS Login and Users
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