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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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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 ...
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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 then...
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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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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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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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You can easily print Mailing Labels for one or more of your DMS Contacts. Considerations You will be printing Labels associated with your Contacts' mailing addresses. The DMS will automatically remove the blank fields from these addresses ...
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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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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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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...