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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

                                          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 (4)

                                          • Welcome to the DMS! ()

                                          • What Does the DMS do? ()

                                          • Who Uses the DMS? ()

                                          • How CanadaHelps Donations Sync with your DMS ()

                                          Logging In for the First Time (3)

                                          • Navigating the DMS ()

                                          • DMS Login and Users ()

                                          • Admin Starter Guide for DMS ()

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