-
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...
-
Welcome to the CanadaHelps Donor Management System (DMS)! We’re excited to set you up for day-to-day success and help supercharge your fundraising. The DMS was built especially for charities that fundraise with CanadaHelps and is designed to...
-
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 ...
-
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 ...
-
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...
-
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 ...
-
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...
-
Types of Contacts in the DMS The DMS has 3 different Contact Types There are three different Types of Contacts in the DMS: (1) Individuals , (2) Households , and (3) Organizations . Different Contact Types are impor...
-
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...
-
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...