Contacts

Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...

Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records.  Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the dropdown.  ...

Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record    Select the record from the dropdown lis...

Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts.   Our Services Team can help you create a strategy on how to best utilize this feature.  Learn more about our service offerings he...

Use our helpful tips to assist you in creating and managing your new households and groups.   Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to th...