Popular Articles

  1. Gift Listing Section

    Last Updated: 07/31/2026 in Gifts
    Gift Listing The  Gift Listing  page is the primary location for viewing and managing gift records in Donor CRM. It provides a searchable list of gifts and allows users to review gift details, apply filters, sort results, edit records (with appro...

  2. How to Retrieve Data Backup Files

    Last Updated: 06/22/2026 in Data & Reporting
    Need a copy of your Donor CRM data for backup or recordkeeping purposes? The sections below outline the available data exports and where to request each file within Donor CRM. Donors & Contacts Gifts Pledges Households/Groups ...
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