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Last Updated: 12/05/2025
in Data & Reporting
What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions s...
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Last Updated: 09/04/2025
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 wi...
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Last Updated: 07/01/2025
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...
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Last Updated: 09/04/2025
in Data & Reporting
You have the Automated Data Sync (ADS) enabled for transactions made via GiveSmart Events and/or Fundraise. When logging in to Donor CRM, you see an Anonymous Transactions alert: Selecting View Anonymous Transactions takes you to Dat...
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Last Updated: 06/23/2025
in Setup & Settings
If you have a license with DonorSearch, you'll need to add your API key to GiveSmart Donor CRM to integrate the products. Locate Your API Key in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My Account ...
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Last Updated: 06/27/2024
in Gifts
To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer. Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code list...
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Last Updated: 06/27/2024
in Gifts
Create in honor or in memory gifts within GiveSmart Donor CRM. Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift entry pro...
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Last Updated: 06/28/2024
in Setup & Settings
Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor ...
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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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Last Updated: 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...