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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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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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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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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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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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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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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...