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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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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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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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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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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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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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The DMS has Standard Dashlet s that you can choose to display in your main Dashboard. But you can also add new Dashlets from your previsouly-made reports. This article will cover how you can build completely Custom Dashlets to suit your n...
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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...