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Last Updated: 01/10/2025
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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Last Updated: 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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Last Updated: 06/27/2024
in Communication
Watch this video to learn how to add a signature image to your GiveSmart Donor CRM account. Add Signature to Email Template From the left navigation select Gifts > Send Gift Thank Yous From the dropdown at the top, click on the Edit...
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Last Updated: 06/27/2024
in Data & Reporting
Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
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Last Updated: 03/10/2025
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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Last Updated: 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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Last Updated: 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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Last Updated: 03/10/2025
in Communication
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...
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Last Updated: 02/03/2025
in Setup & Settings 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...
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Last Updated: 03/28/2025
in Data & Reporting 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...