[Donor Management System] Navigating the Main Menu & Tabs
Main Menu / Navigation Overview
- Upon logging in, at the top of the Home Tab, you will see the Main Menu / Navigation Bar.
- The Main Menu allows you to visit each section of the DMS and is always accessible from any page.
- To navigate to any section of the DMS, click on one of the available Tabs of the Main Menu.
—> Learn More about the Home Tab & Dashlets
Contacts Tab

Overview
- By selecting Contacts in the Main Menu, you will be directed to the main screen of the Contacts Tab.
- The main screen of the Contacts Tab presents a list of every contact record in your DMS with basic information about each Contact.
- To access a contact record, click on the name of a Contact.
- You can also add a Contact from this Tab by selecting Add Contact in the top right corner.
Contacts List Columns
- Name: Contact’s last, first names
- City
- Province
- Phone: Contact’s main phone number
- Date Created: the date the Contact was created
- Last Modified: the date the Contact record was last modified
Contributions Tab

Overview
- By selecting Contributions in the Main Menu, you will be directed to the main screen of the Contributions Tab.
- The main screen of the Contributions Tab presents a list of every Contribution in the DMS in order of the most recent Contribution Date.
- Each time a new Contribution is added to the DMS, it will appear at the top of this list.
- You can also add a Contribution from this Tab by selecting Add Contact in the top right corner.
Contributions List Columns
- Reference: access an individual Contribution by selecting View or the Reference Number under the same column.
- Name: Contact’s last, first names
- Date: the date the Contribution was made
- Amount: the Contribution’s dollar amount
- Method: the original payment method of the Contribution
- Fund: the Fund the Contribution is associated with
- Source: the source associated with that Contribution when it was originally imported into the DMS (e.g. Historical Data Import)
- Thanked: if the Contact has been thanked for that Contribution (represented by a checkmark).
—> Learn More about Contributions
Campaigns Tab

Overview
- By selecting Campaigns in the Main Menu, you will be directed to the Campaigns Tab.
- The main screen of the Campaigns Tab contains information about the fundraising campaigns you have undertaken online through CanadaHelps.
- You can also add a Campaign from this Tab by selecting Add Campaign in the top right corner
Campaigns List Column
- Name
- Type
- Campaign Group
- Start Date of the Campaign
- The End Date of the Campaign
- Goal: The monetary goal of the Campaign
- Selected Period: The total raised in the selected period (applicable when filtered)
- All-Time: The all-time revenue raised by that Campaign.
Opportunities Tab
Overview
- By selecting Opportunities in the Main Menu, you will be directed to the Opportunities Tab.
- The main screen of the Opportunities Tab is a management resource for your organization that enables you to record and track the status of medium to long-term requests like grant applications, major gifts, and special projects.
- Each Opportunity is associated with both a Contact in the DMS (the Contact you are approaching for the Opportunity) and a DMS User (the individual at your organization responsible for overseeing the Opportunity).
- You can also add an Opportunity from this tab by selecting Add Opportunities in the top right corner
Opportunities List Colum
- Name: the name of the Contact you are approaching for the Opportunity
- Opportunity Name: the name of the grant or project
- Type
- Status
- Requested: the amount requested
- Received: the amount received
- Decision date: the date the final decision about the Opportunity was made
- Owner: the DMS user overseeing the Opportunity
—> Learn More about Opportunities
Reports Tab
Overview
- By selecting Reports in the Main Menu, you will be directed to the main screen of the Reports Tab.
- The main screen of the Reports Tab presents a list of every preset DMS Report showcasing various metrics for your Contacts, Contributions and Campaigns.
- To access a Report, click on the name of the Report or View Results.
- While the list of Reports is set, you can, however, filter each Report by multiple criteria.
Administer Tab
Overview
- By selecting Administer in the Main Menu, you will be directed to the Administer Tab.
- The main screen of the Administer Tab contains a list of all Settings to administer your DMS site.
- The Administer Tab is broken down by Administer Sections, each one representing an area of the DMS.
- To see the settings options in each Section, click on the arrow to the left of each Section description.
Administer List Sections
- Customize Data and Screens
- Communications
- System Settings
- CanadaHelps Contribute
- CanadaHelps Campaign Group
- CanadaHelpsMail