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Home
Glossary
Setup & Settings
Learn About GiveSmart Donor CRM
Client Settings
Dashboard Overview
GiveSmart Product Accessibility Assessment
Glossary
How to Add a New User to Donor CRM
Locating DonorSearch API Key
Search Bar
Submit a Product Suggestion
Technical Support Services
Frequently Asked Questions (FAQ)
Why am I automatically logged out of Donor CRM
Data & Reporting
Activities & Task Management
Automated Data Sync
Automated Data Sync Donor Profiles
Donor CRM Automated Data Sync FAQs
Create a Custom Report
Data Cleanup Tips
Data Conversion
Data Import & Review
Export Data from Other CRMs
Export from GiveSmart Events to Donor CRM
Merge Duplicate Records
Quick Reports
Quick vs Advanced Filters
Run a Solicitation Analysis
What is the Name Changes Report
Why do I have Anonymous Transactions
Updated
Anonymous and Failed Transaction Notification
Contacts
Add a New Contact Record
Bulk Edit Contact Records
Edit an Individual Record
Households & Groups
Households & Groups Best Practices
Gifts
Add a New Gift
Bulk Edit Gifts
Embed a Donor CRM Form
Pledges
Tribute Gifts
How To add an In Kind Gift
Quick Gift Entry Templates
New
Soft Credits
Communication
Add a Signature Image
Create an Email Campaign
Communication Options
How to Thank Donors
Send Year End Letters
Primary emails are not subscribed to mailing list Error Message
Product Updates
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Welcome to Donor CRM
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Data Import & Review
Automated Data Sync
How to Thank Donors
Client Settings
Learn About GiveSmart Donor CRM
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New
Quick Gift Entry Templates
Anonymous and Failed Transaction Notification
Soft Credits
Updated
Why do I have Anonymous Transactions
What is the Name Changes Report
See more...
Updated
Why do I have Anonymous Transactions
Why am I automatically logged out of Donor CRM
How to Add a New User to Donor CRM
Primary emails are not subscribed to mailing list Error Message
How To add an In Kind Gift
See more...