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Last Updated: 07/04/2024
in Data & Reporting
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 this is how ...
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Last Updated: 06/28/2024
in Gifts
Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future. Select Pledges section on the left navigation bar Click on Add a new Pled...
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Last Updated: 02/03/2025
in Communication
It's the end of the calendar year, your fiscal year, or both, and it is time to send year end thank you notes to all your supporters for the year. While you can send regular Thank You notes using the Send Gift Thank Yous as outlined here , we hav...
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Last Updated: 06/27/2024
in Data & Reporting
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
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Last Updated: 06/27/2024
in Data & Reporting
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 there are ...
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Last Updated: 02/17/2025
in Gifts Gifts can be bulk edited to delete gifts, add/change available fields or remove fields. Locate the bulk action feature by selecting Gifts from the left navigation, and choose Gift Listing from the dropdown. To apply an advanced filter or da...
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Last Updated: 06/28/2024
in Communication
GiveSmart Donor CRM has multiple options for emailing your contacts. From gift thank you's to email marketing campaigns, we have you covered. To locate the communication options, from the left navigation select Communications . Here you will ...
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Last Updated: 06/27/2024
in 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 all a...
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Last Updated: 06/28/2024
in Data & Reporting
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 ...
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Last Updated: 06/28/2024
in Contacts
Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records. Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the dropdown. ...