-
The DMS Mail feature (also known as the Bulk Email Tool) in the DMS can be used to send newsletters, campaign information, and announcements to your Contacts and donors. DMS Mail Templates allow you to save a specific email design so you can re-...
-
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...
-
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...
-
The DMS has standard and customizable reporting features to segment your searches for Contributions , Contacts , and Opportunities . This article will cover how you can view total contribution amounts for each of your donors within a cert...
-
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...
-
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...
-
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...
-
Do you need a way to collect email list opt-ins or volunteer sign ups right from your website? Take advantage of two web forms to collect this information and capture it directly in your DMS. Plus, customize the forms and easily embed them on ...
-
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 ...
-
DMS Funds allow you to record where each donation is allocated within your organization. You may receive donations with no fund designation, which can be tracked within a General Fund. By default, your DMS will have a General Fund and In-Kind Fund...