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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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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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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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Overview By selecting Opportunities in the Main Menu, you will be directed to the Opportunities Tab. The Opportunities Tab is a management resource for your organization that enables you to record and track the status of medium to long-t...
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After adding a Group or a Smart Group , you can manage and add new Contacts to them. Managing Contacts in the Group or Smart Group 1. Go to the Contacts Tab 2. Select Advanced Actions on the top right corner of the screen and then o...
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There are many roles in your charity can reap the benefits of the Donor Management System. And we know that oftentimes, charities are small but mighty teams of individuals wearing many different hats! That said, we've included below a list of a ...
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Considerations Before deleting Contacts, consider merging them instead . If you delete (not permanently) a Contact with at least one Contribution, the Contributions associated with this Contact will be hidden (cannot be seen nor searched fo...
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The Donor Management System comes preloaded with 3 basic Contact Types : Individual, Organization, and Household (legacy feature). But, from these basic types, you can create additional Contact Types to further differentiate your Contacts,...
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If you want to recognize a couple on a Tax Receipt, you can: Add each person as Individual Contacts , Associate them with a Household Contact, and Issue the Tax Receipt for the Household. Considerations Before adding contributions to...
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After creating new Tags , you can associate them with your Contacts. Adding & Removing Tags to a Single Contact 1. Go to the Contacts Tab 2. Search for the Contact you wish to add a Tag to and click on its Name Search for your desi...