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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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You can easily exclude your Offline Contributions from being receipted in the DMS when adding or modifying them. When Adding a Single Contribution 1. Visit the Contributions tab. 2. Select Add Contribution on the top right. Se...
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What are Activities? Activities are a way to track key interactions that take place between your organization and Contacts within the DMS. How do Activities work in the DMS? Activities always relate to at least one Contact and can be used as...
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Whenever you send an email through the DMS, you will be able to see and answer replies to these emails directly in the system. The following guide will only apply if your organization's DMS is configured to receive email replies within the syst...
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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...
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You can export your Contacts and Contributions at any time in the DMS, as well as select which specific DMS fields you'd like to export. This can be useful if you need to export some of your data from the DMS and import it to MailChimp, Cons...
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What is a Campaign Group? Campaign Groups can be used to group together multiple (related) online and offline Campaigns , making your reporting that much easier. For example, let's say you're running a Walk-a-thon and you're simultaneousl...
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You may prefer to print off and mail the Tax Receipts that you issue in the DMS. If so, please note the following printing compatibility considerations. Envelope Compatibility with DMS Tax Receipts DMS tax receipts are compatible with En...
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The DMS has a built-in DMS Mail (bulk email tool) that can be used for your newsletters, announcements, and any mass communications with your Contacts and donors. —> Start by learning how to craft and send a Bulk Email . Re-Using Your DM...
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In addition to filtering Reports , you can also modify the report Columns to obtain even more detailed metrics. Which Reports can I add Custom Columns to? Columns can modified for any report, however, the selection of Columns will vary de...