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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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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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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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Custom Questions can be added to your Custom Donation Forms in your CanadaHelps.org Charity Account to gauge important information about donors giving through one of your forms. Once you have received a Contribution through the Custom Donatio...
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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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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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For personal reasons, you may have some donors that wish to contribute to your organization anonymously. This article covers how to identify Anonymous Contributions from CanadaHelps.org, as well as how to track any offline Anonymous Contributions ...
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At some point, and under specific circumstances , your charity might be faced with the need to refund a Contact for their offline Contribution (i.e., a gift not made through CanadaHelps.org). You can keep track of any refunds in your DMS by sim...
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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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Welcome to the CanadaHelps DMS Admin Starter Guide! This Starter Guide is designed to help you get comfortable with the tools and features available in our DMS, taking you through essential first steps. With this guide, you’ll learn how to navi...