Donor Management System (DMS)
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Importing your Historic Data
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[Donor Management System] Data Migration Best Practices
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[Donor Management System] Importing your Historic Contacts
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[Donor Management System] Importing your Historic Contributions
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[Donor Management System] Importing your Historic Funds & GL Accounts
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[Donor Management System] Campaigns vs Funds vs GL Accounts
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Getting Started
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[Donor Management System] How to Log In and Reset Password
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[Donor Management System] Navigating the Main Menu & Tabs
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[Donor Management System] Navigating the Home Tab & Dashlets
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[Donor Management System] Understanding Search, List Rows & Actions
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Your Data in the DMS
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[Donor Management System] Your Existing Data in the DMS
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[Donor Management System] Data Hygiene & Best Practices
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[Donor Management System] Merging Duplicate Contacts
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Contacts
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[Donor Management System] Navigating the Contacts Tab
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[Donor Management System] Navigating a Contact Profile
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[Donor Management System] Understanding Individuals, Organizations & Households
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[Donor Management System] Adding and Modifying a Single Contact
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[Donor Management System] Modifying Multiple Contacts at Once
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[Donor Management System] Deleting and Restoring Contacts
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Contributions
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[Donor Management System] Navigating the Contributions Tab
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[Donor Management System] Navigating the Contribution Details
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[Donor Management System] Adding & Modifying a Single Offline Contribution
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[Donor Management System] Deleting a Single Contribution
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[Donor Management System] Adding Multiple Contributions at Once (Batch Data Entry)
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[Donor Management System] Exporting Contributions
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Live Transactions
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[Donor Management System] Understanding Live Transactions
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[Donor Management System] Adding a Single Live Transaction
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[Donor Management System] Changing Your Payment Processor Password in the DMS
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Receipting
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[Donor Management System] Configuring your Tax Receipts Settings
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[Donor Management System] Issuing Tax Receipts
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[Donor Management System] Issuing Duplicate Tax Receipts
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[Donor Management System] Issuing Yearly Tax Receipts
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[Donor Management System] Issuing a Corrected Tax Receipt
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[Donor Management System] Cancelling a Single Tax Receipt
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Non-Charitable Receipting
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[Donor Management System] Excluding a Single Contribution from Receipting
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[Donor Management System] Issuing Non-Charitable Receipts
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Single Emails
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[Donor Management System] Sending a Single Email to Contacts
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[Donor Management System] Configuring your Email Settings
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[Donor Management System] Adding & Managing an Email & Letter Template
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[Donor Management System] Tokens Overview & Available Tokens
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Thanking your Donor
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[Donor Management System] Sending Thank You Emails & Letters
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[Donor Management System] Adding & Managing an Email & Letter Template
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Bulk Emails
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[Donor Management System] Sending a Bulk Email to Contacts
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[Donor Management System] Navigating a Bulk Email Report
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[Donor Management System] How to Clone an Email Template
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Letters & Documents
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Labels
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Campaigns
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[Donor Management System] Navigating the Campaigns Tab
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[Donor Management System] Navigating the Campaign Details
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[Donor Management System] Adding, Modifying & Deleting a Campaign
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Opportunities
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[Donor Management System] Navigating the Opportunities Tab
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[Donor Management System] Adding & Modifying a single Opportunity
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[Donor Management System] Exporting, Printing & Deleting Opportunities
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Activities
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[Donor Management System] Understanding Activities
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[Donor Management System] Adding Activities to Contacts
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[Donor Management System] Viewing a Contact’s Activities
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Relationships
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Advanced Search
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[Donor Management System] Advanced Search for Contacts
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[Donor Management System] Advanced Search for Contributions
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Groups & Smart Groups
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[Donor Management System] Understanding Groups & Smart Groups
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[Donor Management System] Groups & Smart Groups vs Tags
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[Donor Management System] Adding, Modifying & Deleting a Group
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[Donor Management System] Adding, Modifying & Deleting a Smart Group
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[Donor Management System] How to See All of Your Groups and Smart Groups
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[Donor Management System] Managing Contacts in Groups & Smart Groups
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Tags
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[Donor Management System] Understanding Tags
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[Donor Management System] Groups & Smart Groups vs Tags
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[Donor Management System] Adding & Removing Tags to Contacts
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[Donor Management System] Creating & Modifying Tags
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Reports
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[Donor Management System] Reports Overview & Available Reports
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[Donor Management System] Filtering Reports
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[Donor Management System] Adding Custom Columns on select Reports
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[Donor Management System] Saving and Exporting Reports
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Funds & GL Accounts
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[Donor Management System] Adding, Modifying & Deleting Funds
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[Donor Management System] Adding, Modifying & Deleting GL Accounts
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[Donor Management System] Assigning GL Accounts to Funds
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[Donor Management System] Assigning CH Funds to Funds
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Administer & Settings
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[Donor Management System] Configuring your Tax Receipts Settings
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[Donor Management System] Configuring your Email Settings
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[Donor Management System] Modifying the Default Tax Receipt Emails
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[Donor Management System] Modifying the Default Tax Receipt PDF Message
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MailChimp Integration
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[Donor Management System] Understanding the DMS MailChimp Integration
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[Donor Management System] Configuring your MailChimp Settings
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[Donor Management System] Syncing DMS Groups with your MailChimp Account
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[Donor Management System] Tracking Sent MailChimp Emails in the DMS
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