Help for Charities

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

—> Learn More about Contacts

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.

—> Learn More about Campaigns

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.

—> Learn More about Reports

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

—> Learn More about Administer