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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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You have the option of exporting all of your Contributions or the results of a simple or Advanced Search. You can also select which DMS fields you would like to export. This can be useful if you need to export some of your data and import it to Q...
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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...
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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 . Donations can come from a CanadaHelps Campaign (created through CanadaHelps.org ) or through Offline Campaigns (t...
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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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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...
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Contributions in the DMS will track all of the Contributions being made to your organization. Contributions can come from many sources, but in the DMS we will consider two main Contribution Sources : CanadaHelps Contributions and, Offline Cont...
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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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In your DMS Reports tab , you can access over 40 report templates to unlock deeper insights about your donor data, including the most commonly requested reports for Contacts, Contributions, Tax Receipts, Activities and more, to which you can th...
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Have you noticed an offline Contribution record that has been added in error, or maybe one that's associated with the wrong contact? If this Contribution hasn't been receipted yet , you'll be able to delete this Contribution entirely from your ...