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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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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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You may have multiple emails that you would like to connect to your DMS so that you can send communications to your donors from a variety of email addresses. In this case, you'll need to add an additional From Email Address to your DMS and ver...
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Sometimes, after issuing a Tax Receipt , you may find for various reasons that you need to void the receipt. The DMS allows you to easily void a tax receipt with the click of a button. But to fully void your Tax Receipt (and avoid double-coun...
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If your organization has received many of the same or similar offline Contributions from a small to a medium number of donors, you can use the Batch Data Entry tool to easily add all these Contributions at once. For example, if 10 donors have ...
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Groups & Smart Groups are great tools to categorize, segment, and analyze your Contacts in the DMS. Groups & Smart Groups will help you to organize your Contact list. The intention of Groups is to perform the same Action on multiple Contacts at o...
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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...
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Overview Contacts Advanced Search lets you search for one or many Contacts based on criteria found on Contact Profiles. You can filter and segment your Contacts based on one or more data points or search for a group of Contacts with informat...
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You can send Non-Charitable or Acknowledgement Receipts in the DMS by a combination of: Excluding Contributions from Receipting, Using our Thank-you tool while selecting a dedicated Template with Merge Fields to send the Non-Charitable ...
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After issuing a Tax Receipt , you can easily reissue it if a donor has requested a duplicate copy or for your own records. Reissuing a Single Tax Receipt 1. Go to the Contributions Tab 2. Search for the specific Contribution you wish ...