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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. 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
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Donor Management System
10. Opportunities
Use the Opportunities Tab to track the status of major donations, grants, or special projects.
Opportunities Overview
(1)
Navigating the Opportunities Tab
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Adding & Managing Opportunities
(2)
Adding & Modifying a Single Opportunity
()
Exporting, Printing & Deleting Opportunities
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