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Glossary
Setup & Settings
Learn About GiveSmart Donor CRM
Client Settings
Dashboard Overview
GiveSmart Product Accessibility Assessment
Glossary
Locating DonorSearch API Key
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Smart Donor Score vs DonorSearch
Submit a Product Suggestion
Technical Support Services
Frequently Asked Questions (FAQ)
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
Export from GiveSmart Fundraise to GiveSmart Donor CRM
Merge Duplicate Records
Quick Reports
Quick vs Advanced Filters
Run a Solicitation Analysis
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 do I add an In Kind Gift?
Communication
Add a Signature Image
Communications Email Campaign
Communication Options
How to Thank Donors
Send Year End Letters
Product Updates
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