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After learning all about Activities , you can manually log them against your Contacts in the DMS to keep track of crucial donor interactions. Adding a Single Activity 1. Visit the Contacts Tab 2. Search for the Contact you want to add a...
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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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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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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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Each Contact in your DMS has a unique Profile / record containing their contact details, giving history and Sections for you to store relevant information about them and their relationship to your organization. To access the full Contact Profil...
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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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Once you've added your contacts and segmented your list using Advanced Search , you can effortlessly generate materials for printing, such as letters or appeals, through a Mail Merge process for mailing purposes. 🎥 Prefer to watch a...
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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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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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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...