Data & Reporting

Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. View Admin Activities Personal activities can be viewed from the Dashboard.  Scroll to the Activities section to view ...

Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM.  This unidirectional sync provides accurate and actionable insights of your GiveSmart fundraising activity and reduces administra...

Donor profiles that are created in Donor CRM through the automated data sync process will match based on the GiveSmart Fundraise or Events Donor ID and will compare that to the email & phone number the donor uses when completing a new transact...

If I need to modify a transaction, where should I make this modification?  Transactions should be modified from their source point.  A transaction should not be modified in GiveSmart Donor CRM if it originated in either GiveSmart Event...

Create a custom report From the left navigation, select Reports  Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns  ...

Contact Cleanup TIP : Donor CRM has easy to use reports that allow you to quickly search and identify duplicate records.  To learn more, click here .  Make sure all contacts and gift records have a matching ID (Donor_ID) as th...

GiveSmart Donor CRM Data Conversion When you add GiveSmart Donor CRM, our Services Team will perform your data conversion to get all of your external data into Donor CRM.  However there are still a few items that will need to be completed by...

Review manually imported data, automated data flowing to GiveSmart Donor CRM from Events & Fundraise and manage your duplicate contacts from the Data Import & Review tab found in the left navigation.         &nb...

Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in ...

Copy your reporting data from GiveSmart Events to GiveSmart Donor CRM with a few simple clicks. Settle Remaining Balances The first step is to ensure there are no outstanding balances for your event.  View the Outstanding Balances report ...

You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other...

GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module.  Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the abili...

Within GiveSmart Donor CRM we have created quick report options to assist you in getting the information you need quickly.  To locate the report options, from the left navigation select Reports .  At the top of the Reports page, notice ...

Quick and advanced filters are available when viewing the Gift and Contact listings.   Quick Filters:  allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by...

Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...