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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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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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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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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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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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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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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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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 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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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 ...