Popular Articles

  1. Merging Duplicate Contacts

    Last Updated: 05/11/2023 in Donor Management System 5. Contacts Adding & Managing Contacts
    From time to time, you may notice that you may have accidentally entered duplicate Contacts in the Donor Management System; contacts that are supposed to be the same but are listed more than once. Merging (or Deduping) your duplicate Contacts ...

  2. Adding & Modifying a Single Contribution

    Last Updated: 05/16/2023 in Donor Management System 6. Contributions Offline (Non-CanadaHelps) Contributions
    If your charity receives any offline Contributions (i.e., donations not coming from CanadaHelps) such as gifts of cash, cheques, EFTs or in kind, you can take advantage of your DMS to track these one-off gifts.  This article will cover adding an...

  3. Navigating the Reports Tab & Available Reports

    Last Updated: 05/12/2023 in Donor Management System 11. Reports Reports Overview
    The Reports Tab contains a list of Contribution ,   Contact , and Opportunity  Reports that can be used to understand key insights about the Contacts and Contributions in your DMS. Learn more: Filter , Sort and add Custom Co...

  4. How to Track Your Fundraising Efforts in the DMS

    Last Updated: 05/12/2023 in Donor Management System 7. Campaigns, Funds, & GL Campaigns
    The Donor Management System allows you to perform Advanced Searches on Contacts and  Contributions, create Contact Groups , and generate Reports . But first, it's important to understand how to track all of this data effectively in the DMS. ...

  5. Issuing Yearly Tax Receipts

    Last Updated: 06/14/2024 in Donor Management System 8. Receipting Tax Receipting Issuing Tax Receipts
    After adding a single or multiple Contributions, you may want to issue a Single Yearly Tax Receipt  to the Contact associated with those offline Contributions. Learn how to modify the Default Tax Receipt Email Learn how to modify...

  6. Issuing a Corrected Tax Receipt

    Last Updated: 07/14/2023 in Donor Management System 8. Receipting Tax Receipting Managing Issued Receipts
    Issuing a Corrected Tax Receipt If you issue a Tax Receipt with any mistakes, you can easily fix the mistake, void the receipt and reissue a corrected Tax Receipt through the DMS. 1. Visit the Contributions Tab 2. Search for the Contributi...

  7. Designing a DMS Mail

    Last Updated: 11/21/2024 in Donor Management System 9. Communicating with your Donors DMS Mail (Bulk Emails)
    When communicating with your donors through DMS Mail (Bulk Email), it's crucial to add visual components in order to attract new donors or encourage your existing donors to contribute again. This article will show you how to add a variety of v...

  8. DMS Login and Users

    Last Updated: 05/15/2023 in Donor Management System 1. Getting Started Logging In for the First Time
    Your CanadaHelps account and the Donor Management System go hand in hand! Learn how to easily jump between your DMS and your CanadaHelps charity  account. Logging Into Your DMS To access to your DMS, you'll first need to either be a prima...

  9. Modifying the Default Tax Receipt Emails

    Last Updated: 01/26/2024 in Donor Management System 2. Customizing your DMS Configuring your Tax Receipts
    When issuing and re-issuing DMS-issued tax receipts, if you've chosen email as the delivery method , your tax receipts will include a thank-you email message in the body of the email with the donor's tax receipt attached. This article will ...

  10. Adding and Modifying a Single Contact

    Last Updated: 02/27/2023 in Donor Management System 5. Contacts Adding & Managing Contacts
    This article covers adding and modifying a single Contact. You can also modify multiple Contacts at once. Adding a single Contact 1. Go to the Contacts Tab 2. Select Add Contact on the top right Add Contact 3. You’ll...
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