-
Created On: 03/17/2026
in Setup & Settings
New Unified Design Interface (UI Refresh) We have introduced a refreshed, unified design interface across the GiveSmart Donor CRM platform. While all existing functionalities remain unchanged, you will notice a modern, consistent look and fee...
-
Created On: 03/06/2026
in Product Updates Overview MomentiveIQ Identity introduces a single, secure login across GiveSmart modules: Donor CRM, Events, and Fundraise . This update improves security, simplifies access, and lets you move between products without logging in again. What to ...
-
Created On: 12/09/2025
in Product Updates October 1 - December 31 GiveSmart Events New Features: OTA via SMS OTP via SMS adds an important layer of security for donors which authenticates the new card transactions through One passcodes and enhances security measures for the ...
-
Created On: 10/30/2025
in Data & Reporting
The Data Mapping Tool empowers you to configure how data from sources like Events and Fundraise (Contacts and Transactions) maps to corresponding CRM fields Admins can easily define, edit, or delete mappings - for example, mapping an Email field ...
-
Created On: 08/29/2025
in Product Updates
July 1 - September 30 GiveSmart Events Improvements:
SMS Opt-Out Reminder on Donate Now Form Add Opt‑In Reminder on Accept Invitation Page Users now see confirmation that email or SMS will be sent after registration Improved Human Ver...
-
Created On: 08/13/2025
in Data & Reporting
When anonymous transactions are imported into Donor CRM, admin users will now see a banner at the top of the Dashboard after logging in. This helps admins quickly identify and act on anonymous records. Only admin users will see the banner. ...
-
Created On: 06/03/2025
in Gifts
What is a Soft Credit? A soft credit is a way to recognize a donor for a gift they didn't directly give, but had influenced or facilitated. It's for tracking purposes so you can " soft credit" the influencer to help you keep track of who is ...
-
Created On: 05/30/2025
in Product Updates
April 1 - June 30 GiveSmart Events New Feature:
Implemented the Momentive Card Tracking Service (CTS), reducing the risk of credit card testing through the platform. After three failed attempts, the card is placed in a "soft-blocked...
-
Created On: 05/27/2025
in Product Updates
January 1 - March 31 GiveSmart Events New Feature: GiveSmart Events Salesforce Connector is a lightweight solution that you can run after your Event is closed and reconciled. When a sync is requested, the connector will: Create new O...
-
Created On: 04/14/2025
in Gifts
Quick Gift Entry uses pre-filled fields to speed up the process of recording a gift. Instead of entering each field manually, you can use a quick entry template to pre-populate certain fields and expedite gift entry. This article details how t...