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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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Logging into any system for the first time can be a little overwhelming. But don't worry! We're here to help you easily navigate your new DMS. 🎥 Prefer to watch a guided walk-through of the DMS? Check out our Getting Started web...
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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...
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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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What is a From Email in the DMS? Check out our article to learn about your DMS From Email
and what to consider when selecting the right From Email for your organization. Can I have more than one From Email Address in my DMS? Yes, yo...
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When getting started with your DMS, you'll want to be sure to add your Organization’s location and contact details, as this information will show on your Tax Receipts and various message Templates . If needed, you can change this information at...
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The Donor Management System (DMS) is a system designed to help you better understand your donors so you can make informed decisions, cultivate relationships , and, ultimately, raise more money to fund your mission. It can also help yo...
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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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After learning about Tags , you can easily create new Tags for selection in the DMS. Adding a Tag 1. Visit your a dministrative Settings 2. Under Customize Data and Screens , select Tags (Categories) Select Tags (Categor...
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In Kind Receipts in the DMS have the same format as regular Tax Receipts and are fully compliant with the CRA. Note : You cannot issue Combined Tax Receipts for In-Kind Contributions due to the unique nature of each In-Kind donation. In Kin...