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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 ...
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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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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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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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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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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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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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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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Understanding Relationships Your DMS allows you to configure relationships between Contacts, such as “Employee of Company X” or “Household member of Household Y”. Relationships can be set as follows: Individual to Individual Individual to ...
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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...