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Tax Receipting This session looks at configuring your DMS Tax Receipts, as well as common tax receipting scenarios, including issuing, re-issuing, and cancelling your tax receipts. Experience : Intermediate Duration : 25 minutes Pre-re...
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Once you've finished configuring your Tax Receipt settings, thank-you note, and thank-you email message , you're ready to start issuing tax receipts. But, if you prefer to see a quick preview of your tax receipts to see what donors will be receiv...
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The DMS has two major ways of categorizing, segmenting, and analyzing your Contacts: Groups & Smart Groups and Tags . Since both Groups & Smart Groups and Tags are methods of categorization, this article will help you to identify the differen...
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Reports can be customized using specific Filters or Columns that are most important to you. Once you have your desired filters and columns in place, you can Save these Custom Reports to use them again, Delete Custom Reports , and also...
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After learning how CanadaHelps imports your historical GL Accounts, you can easily add new GL Accounts in the DMS yourself. Adding a Single GL Account 1. Visit your Administrative Settings . 2. Under CanadaHelpsContribute , select GL ...
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Getting Started This session is an overview of the main tabs in the DMS, as well as its most common functionalities. Experience : Beginner Duration : 35 minutes Pre-requisites: None 🎥 Watch Recording (English) Agend...
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Overview Every time you log in to the DMS, you'll be directed to the Dashboard Tab . The Dashboard Tab can be customized by each unique user by selecting Configure Your Dashboard in the top left of their screen. You can also up...
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After adding a Contact , you can easily send a Single Email to one or more of them through your DMS directly. You can only send Single Emails to up to 50 Contacts at once. Consider using DMS Mail to send Bulk Emails when sending emails to mo...
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Once you’ve sent out a DMS Mail (Bulk Email ) to your Contacts, you can view detailed reports about the mailing's performance. —> Learn how to send a Bulk Email to Contacts Viewing Your DMS Mail Reports a) Through the DMS Mail T...
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Whether you're looking to export a complete list of your Contacts, the results of a simple search, or a set Group, the DMS allows you to export your Contacts as a .CSV (comma separated values) format. Contacts may be exported for various purposes ...