What's New?!

What's New! You may have noticed a few new changes to the look of your DMS. Check them out below! 1. The Home tab is now your Dashboard  Now, every time you log into your DMS, you'll land on your Dashboard . All of the same great feature...

What's New?! 1. New Feature: Web Submission Forms Introducing two Web Forms that you can use to  collect e-newsletter subscriptions and volunteer sign ups right from your website. Customize the submission forms and easily embed them directl...

What's New! 1. Print Your Thank You Message  Now, when you issue tax receipts and choose "Print" as the delivery method, you can also download a Thank-You letter at the same time. You can then print this letter, along with the tax receipt, a...

What's New 1. Advanced Search: Tax Receipt Sent  For consistency, we've removed the “Tax receipt sent” field from the Advanced Search for Contributions . Going forward, you can use the “Contribution receipted” filter instead to view any c...

What's New Sync from CanadaHelps contributions: Email Opt-in : CanadaHelps donors can provide explicit consent to receiving emails from your organization. This communication preference is now syncing with your DMS through the E...

What's New CanadaHelps Sync Improvements Disbursement date:  You can now see the date that your CanadaHelps contributions were disbursed to your organization   within your DMS. Find this field within the Contribution Details page of a ...

What's New CanadaHelps Sync Improvements Ticketed Events Sync: When selling Events tickets through CanadaHelps.org, you can add an Advantage and description of the Advantage. Now, any Advantage description that has been added to the Eve...

What's New Receipt Improvement In order to send out or download another copy of a Tax Receipt (e.g. your donor misplaced the original copy), the button used to read "Re-Issue Tax Receipt", which led to some confusion. Whether you are resendi...

What's New Receipt Settings Improvement When choosing your logo and authorized signature in your Receipt Settings, you   will now be able to view a small preview of the image you have selected to ensure you have chosen correctly Aggr...

What's New Contribution receipted field: We've added a new field to help search for receipted Contributions! Find it above the Receipt Number field. With this new feature, when a contribution is receipted through the DMS or by CanadaHelps.org...