Help for Charities

Donor Management System (DMS)

• Importing your Historic Data

  • [Donor Management System] Data Migration Best Practices
  • [Donor Management System] Importing your Historic Contacts
  • [Donor Management System] Importing your Historic Contributions
  • [Donor Management System] Importing your Historic Funds & GL Accounts
  • [Donor Management System] Campaigns vs Funds vs GL Accounts
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• Getting Started

  • [Donor Management System] How to Log In and Reset Password
  • [Donor Management System] Navigating the Main Menu & Tabs
  • [Donor Management System] Navigating the Home Tab & Dashlets
  • [Donor Management System] Understanding Search, List Rows & Actions
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• Your Data in the DMS

  • [Donor Management System] Your Existing Data in the DMS
  • [Donor Management System] Data Hygiene & Best Practices
  • [Donor Management System] Merging Duplicate Contacts
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• Contacts

  • [Donor Management System] Navigating the Contacts Tab
  • [Donor Management System] Navigating a Contact Profile
  • [Donor Management System] Understanding Individuals, Organizations & Households
  • [Donor Management System] Adding and Modifying a Single Contact
  • [Donor Management System] Modifying Multiple Contacts at Once
  • [Donor Management System] Deleting and Restoring Contacts
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• Contributions

  • [Donor Management System] Navigating the Contributions Tab
  • [Donor Management System] Navigating the Contribution Details
  • [Donor Management System] Adding & Modifying a Single Offline Contribution
  • [Donor Management System] Deleting a Single Contribution
  • [Donor Management System] Adding Multiple Contributions at Once (Batch Data Entry)
  • [Donor Management System] Exporting Contributions
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• Live Transactions

  • [Donor Management System] Understanding Live Transactions
  • [Donor Management System] Adding a Single Live Transaction
  • [Donor Management System] Changing Your Payment Processor Password in the DMS
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• Receipting

  • [Donor Management System] Configuring your Tax Receipts Settings
  • [Donor Management System] Issuing Tax Receipts
  • [Donor Management System] Issuing Duplicate Tax Receipts
  • [Donor Management System] Issuing Yearly Tax Receipts
  • [Donor Management System] Issuing a Corrected Tax Receipt
  • [Donor Management System] Cancelling a Single Tax Receipt
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• Non-Charitable Receipting

  • [Donor Management System] Excluding a Single Contribution from Receipting
  • [Donor Management System] Issuing Non-Charitable Receipts
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• Single Emails

  • [Donor Management System] Sending a Single Email to Contacts
  • [Donor Management System] Configuring your Email Settings
  • [Donor Management System] Adding & Managing an Email & Letter Template
  • [Donor Management System] Tokens Overview & Available Tokens
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• Thanking your Donor

  • [Donor Management System] Sending Thank You Emails & Letters
  • [Donor Management System] Adding & Managing an Email & Letter Template
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• Bulk Emails

  • [Donor Management System] Sending a Bulk Email to Contacts
  • [Donor Management System] Navigating a Bulk Email Report
  • [Donor Management System] How to Clone an Email Template
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• Letters & Documents

  • [Donor Management System] Printing & Merging Letters to Contacts
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• Labels

  • [Donor Management System] Printing Mailing Labels
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• Campaigns

  • [Donor Management System] Navigating the Campaigns Tab
  • [Donor Management System] Navigating the Campaign Details
  • [Donor Management System] Adding, Modifying & Deleting a Campaign
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• Opportunities

  • [Donor Management System] Navigating the Opportunities Tab
  • [Donor Management System] Adding & Modifying a single Opportunity
  • [Donor Management System] Exporting, Printing & Deleting Opportunities
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• Activities

  • [Donor Management System] Understanding Activities
  • [Donor Management System] Adding Activities to Contacts
  • [Donor Management System] Viewing a Contact’s Activities
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• Relationships

  • [Donor Management System] Understanding & Managing Relationships
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• Advanced Search

  • [Donor Management System] Advanced Search for Contacts
  • [Donor Management System] Advanced Search for Contributions
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• Groups & Smart Groups

  • [Donor Management System] Understanding Groups & Smart Groups
  • [Donor Management System] Groups & Smart Groups vs Tags
  • [Donor Management System] Adding, Modifying & Deleting a Group
  • [Donor Management System] Adding, Modifying & Deleting a Smart Group
  • [Donor Management System] How to See All of Your Groups and Smart Groups
  • [Donor Management System] Managing Contacts in Groups & Smart Groups
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• Tags

  • [Donor Management System] Understanding Tags
  • [Donor Management System] Groups & Smart Groups vs Tags
  • [Donor Management System] Adding & Removing Tags to Contacts
  • [Donor Management System] Creating & Modifying Tags
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• Reports

  • [Donor Management System] Reports Overview & Available Reports
  • [Donor Management System] Filtering Reports
  • [Donor Management System] Adding Custom Columns on select Reports
  • [Donor Management System] Saving and Exporting Reports
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• Funds & GL Accounts

  • [Donor Management System] Adding, Modifying & Deleting Funds
  • [Donor Management System] Adding, Modifying & Deleting GL Accounts
  • [Donor Management System] Assigning GL Accounts to Funds
  • [Donor Management System] Assigning CH Funds to Funds
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• Administer & Settings

  • [Donor Management System] Configuring your Tax Receipts Settings
  • [Donor Management System] Configuring your Email Settings
  • [Donor Management System] Modifying the Default Tax Receipt Emails
  • [Donor Management System] Modifying the Default Tax Receipt PDF Message
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• MailChimp Integration

  • [Donor Management System] Understanding the DMS MailChimp Integration
  • [Donor Management System] Configuring your MailChimp Settings
  • [Donor Management System] Syncing DMS Groups with your MailChimp Account
  • [Donor Management System] Tracking Sent MailChimp Emails in the DMS
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