New Articles

  1. What is the Name Changes Report? New

    When the automated data sync (ADS)  detects that a name has been changed in GiveSmart Events or Fundraise, it will automatically update the name on the associated contact in Donor CRM.  When this occurs, all admins will receive an email from notif...
  2. Error Message - "primary emails are not subscribed to mailing list."

    When creating and sending a new Email Campaign , you may receive the following error message when advancing to the Confirm & Send step.  To get around this error, the workaround is to create a filter  to exclude any contacts who aren't...
  3. Submit a Product Suggestion

    Product Suggestion Policy Here at GiveSmart we love to hear how our platform can better suit your fundraising needs.  If you find yourself wishing we had a certain feature, or have a suggestion on how a current feature could be improved, we want to...
  4. Why am I automatically logged out of Donor CRM?

    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...
  5. How Do I Add a New User to Donor CRM?

    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...
  6. 2024 Q4

    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 ...
  7. 2024 Q3

    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...
  8. GiveSmart Product Accessibility Assessment

    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,...
  9. How do I add an In Kind Gift?

    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...
  10. Search Bar

    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...