Client Settings

Client settings can be found by clicking on your username in the top right, and selecting Client Settings from the drop down. 

General Settings

Under General Settings, you can establish the date format, view subscription information and add an organizational logo. 

Custom Fields

In the Custom Fields section is where you can add, edit or manage the layout of the custom fields in GiveSmart Donor CRM. 

3rd Party Integrations

The 3rd Party Integrations sections is where external API keys can be connected to Donor CRM. 

Data Settings

Review Settings

Choose to review all incoming data (Recommended) from manual uploads and data flowing in automatically from GiveSmart Events & Fundraise or choose to allow the data to be imported automatically without being reviewed.  

When opting to review all data, your data will be placed in a 'holding table' for your review before being brought fully into Donor CRM.  Data placed in the holding table can be reviewed by selecting the Data Import & Review tab from the left navigation, and select the Import Review container.  

Notifications

Email notifications are sent based on the option selected in the Review Setting (review manually or import without review).  

Select who you would like to receive these notifications.  Choose between: 

• Yes, please alert when data is awaiting review or imported.
  • If selected, choose who you would like to review the data.  
    • From the dropdown, select All Admin or select single or multiple admin. 
    • 

    • NOTE: When selecting multiple admin, the names of the admin will appear above the dropdown.  To remove a selected admin, click the 'x' next to their name. 

• No, do not alert when data is awaiting review or imported. 
  • When this option is selected, no emails will be sent alerting admin that there is data to be reviewed nor a confirmation email of uploaded data. 
  • • Important: When selecting this option when Review Data Manually has been selected, Admin will have to create a cadence for themselves of going in and regularly checking if there is data to be reviewed and is currently in the holding table.  There will NOT be any notification or alert sent to admin when this option is selected. 

Notification Examples

Import Awaiting Review

• Is sent only when the following settings are selected: 
  • Review Manually
  • Yes, please alert when data is awaiting review or imported
• When is this sent? 
  • When data flows through the automated data sync from GiveSmart Fundraise or Events to Donor CRM through the daily sync
  • When data is manually imported via the Data Import & Review tab

Name Change Report

• Is sent only when the following settings are selected: 
  • Review Manually -or- Import Without Review
  • Yes, please alert when data is awaiting review or imported
• When is this sent? 
  • When data flows through the automated data sync from GiveSmart Fundraise or Events to Donor CRM through the daily sync and a name change to an existing record has occurred due to the sync

Bulk Import Complete

• Is sent only when the following settings are selected: 
  • Review Manually -or- Import Without Review
  • Yes, please alert when data is awaiting review or imported
• When is this sent? 
  • When data is imported manually and has either been reviewed or the review has been bypassed

Import Failed  - Error Details

• Is sent only when the following settings are selected: 
  • Review Manually -or- Import Without Review
  • Yes, please alert when data is awaiting review or imported
• When is this sent? 
  • When data is manually imported and an error occurs