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This article covers modifying multiple Contacts at once. You can also modify a single Contact if needed. Modifying Multiple Contacts at Once 1. Visit the Contacts Tab 2. Select either: (1) The specific Contacts you wish to modify...
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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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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 easily configure the start and end date of your organization's fiscal year in the DMS. This'll allow you to filter your reports by either calendar or fiscal year. Configuring your Fiscal Year Date 1. Visit your a dministrative Sett...
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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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When adding or modifying an offline Contribution in the DMS, you can mark these as recurring Contributions. As a reminder, offline Contributions refer to donations not coming from CanadaHelps (e.g., cash, cheques, EFTs, or in kind gifts). ...
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Activities are used to track key interactions that take place between your charity and the Contacts within the DMS. There are many pre-set Activity Types available, but if these do not suit the needs of your charity, you can create Custom Acti...
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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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After adding a single or multiple Contributions, you can see all of their details for your reference. Finding the Contribution Details 1. Visit the Contributions Tab and 2. Search for the Contribution you wish to view 3. Select the Con...
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Your donors may contribute to your organization with a dedication, which can be tracked within the DMS as in memory of or in honour of someone. You can personalize a Thank You email template or letter template to acknowledge the ded...