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Created On: 01/09/2025
in Setup & Settings
As part of PCI 4 compliance requirements, Donor CRM users will be notified after 15 minutes of inactivity and automatically logged out. This protective measure provides added security around credit card processing and your donor data and therefore...
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Created On: 01/09/2025
in Setup & Settings This article details how to add and manage users in Donor CRM. There are two types of user privileges: Standard User and Admin User. Admin Users have the ability to add and manage new fields, codes, and other admin users, whereas Standard users will...
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Created On: 01/06/2025
in Product Updates October 1 - December 31 GiveSmart Events New Feature Multi-Factor Authentication: When a user tries to add a card to their account from either the My Info tab, an item, Self Check-In, or a text or email with the prompt to add a credit card ...
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Created On: 01/06/2025
in Product Updates July 1 - September 30 GiveSmart Events Improvements Events App Swipes: Improves the read of the data when a swipe occurs. Org Hub Account Page : was updated to improve efficiency. It now features a link to the help center article on...
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Created On: 08/30/2024
in Setup & Settings
GiveSmart Web Content Accessibility Compliance Statement : GiveSmart aspires to build an inclusive culture with our community. We are taking steps to ensure that web accessibility is part of our DNA as we develop, deliver,...
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Created On: 08/30/2024
in Gifts
An In Kind Gift is a non-monetary gift (e.g. a physical asset vs. cash) which can be recorded in Donor CRM. Adding an In Kind Gift When recording a new gift in Donor CRM, select the Payment Type for In-Kind Goods or Services . Fill in the Gif...
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Created On: 08/05/2024
in Setup & Settings
The search bar in GiveSmart Donor CRM utilizes AI to learn how you like to search. The more you use it, the more in tune it becomes to your common use cases. It has elastic search functionality which allows it to pull suggested contacts or recor...
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Created On: 06/27/2024
in Product Updates Jan 1 - Mar 31 GiveSmart Events New Feature GiveSmart Item Shop: GiveSmart has a new partnership which offers a curate, best-selling, highly-vetted collection of vacations, sports & memorabilia, experiences and jewelry to help you maximize re...
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Created On: 06/27/2024
in Product Updates
April 1 - June 30 GiveSmart Events New Feature Campaign Site Settings: within the org hub, admins can generate a report to review campaign settings across all campaigns within the organization. C ampaign Item Stats Report : within the...
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Created On: 06/27/2024
in Setup & Settings
General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...