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DMS Funds vs. CH Funds Funds Funds in your DMS allow you to record where all donations (whether made online through CanadaHelps.org, or made offline and recorded in your DMS) are allocated internally within your organization. A...
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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 ...
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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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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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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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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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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 ...
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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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This article covers adding and modifying Smart Groups. You can also add and modify (regular) Groups . Adding a Smart Group To begin adding Contacts to a Smart Group, leverage your Advanced Search for Contacts to segment your Contact list ...