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Once you've had your Kick-Off Call with your Onboarding Expert, follow these next steps to configure your charity information so you can start using the system. Donor Communications 1. If you haven't done so already, connect your email to ...
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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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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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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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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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This article will cover how to import a large number of Contributions into your DMS at once using the Bulk Import tool for Contributions . Please note that before importing contributions into your donor management system, the contacts asso...