Refine
Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
Toggle navigation
Refine
Donor Management System
Fundraising Solutions
Refine
Donor Management System
Fundraising Solutions
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
6. Contributions
Offline (Non-CanadaHelps) Contributions
Adding & Modifying a Single Contribution
Adding a Single Recurring Contribution
Deleting a Single Contribution
Refunding a Single Contribution
Adding Multiple Contributions at Once (Batch Data Entry)
Modifying Multiple Contributions at Once
Importing Contributions in Bulk (Import Tool)