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Your DMS-issued tax receipts come pre-set with a default tax receipt Thank-You note located at the top of all tax receipts (regardless of type). This article will cover how to modify the Thank You Note at the top of the Tax Receipt itself. ...
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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...
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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...
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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...
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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...
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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...
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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. ...
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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...
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Exporting All Your DMS Data This article will guide you through the step-by-step process of exporting all your data from the system. Exporting Contacts, Contributions, and Opportunities will cover everything stored in your instance, ensuring ...
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With the Donor Management System, your CanadaHelps data is at your fingertips! As you begin your DMS journey, learn all about how your CanadaHelps.org donors, donations and campaigns will sync with your new DMS. Pre-existing CanadaHelps Dat...