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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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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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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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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 ...
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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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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...
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After learning how to add GL Accounts yourself , you can easily assign GL Accounts to Funds. Assigning GL Accounts to Funds 1. Visit your Administrative Settings . 2. Under CanadaHelpsContribute , select Funds Settings> Funds ...
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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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Overview By selecting Contacts in the Main Menu, you will be directed to the Contacts Tab. The main screen of the Contacts Tab presents a list of every Contact record in your DMS with basic information about each Contact. Contacts are so...
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Tags are a highly customizable and flexible way to categorize, segment, and analyze your Contacts in the DMS. Learn more about creating Tags and Tagging your Contacts . Perform Actions on Tagged Contacts You can tag your Contacts with r...