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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...
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In the Donor Management System, you can change a Contact's Contact Type. This can be useful in cases where you've manually added a new Contact to the DMS and mistakenly set the Contact as the wrong Contact Type, but this Contact has data that yo...
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Your Contacts can choose to unsubscribe from any email sent using DMS Mail (Bulk Email) . In the article below, we will outline how you can track which Contacts have unsubscribed from your emails for your records Unsubscribing from DMS Mail E...
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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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You can use the Campaigns tab in your DMS to track and centralize all donations pertaining to the same fundraising appeal , whether online or offline. Overview By selecting Campaigns in the Main Menu, you will be directed to the main scr...
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While using your DMS, certain scenarios may require modifications to some Contributions coming from CanadaHelps.org to help in your administrative tasks. As a reminder, CanadaHelps Contributions are donations made through any of the CanadaHelps f...
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Once you have opened a Report, it can be filtered by a variety of fields to narrow its focus. After you have all of your desired Filters in place, you can also export the data in these Reports. Filtering Reports 1. Visit the Reports Tab ...
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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...
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Keep track of every Contribution in the DMS in order of the most recent Contribution Date. You can also add a Contribution from this Tab by selecting Add Contribution in the top right corner. Contributions Tab Contributions Tab Co...