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Last Updated: 08/21/2025
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: 08/20/2025
in Data & Reporting
When anonymous transactions are imported into Donor CRM, admin users will now see a banner at the top of the Dashboard after logging in. This helps admins quickly identify and act on anonymous records. Only admin users will see the banner. ...
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Last Updated: 08/18/2025
in Setup & Settings
Watch this video to learn about the dashboard on your GiveSmart Donor CRM account. Dashboard Containers Total Raised Year to Date Quick total of funds raised year to date Quick Actions Link to Invite a Team Member ...
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Last Updated: 07/28/2025
in Data & Reporting
*Fiserv (formerly CardConnect) Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM. This unidirectional sync provides accurate and actionable insights into your GiveSmart fundraising activi...
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Last Updated: 07/23/2025
in Data & Reporting
Below are some commonly asked questions about Donor CRM's automated sync functionality. If you are not currently in the automatic flow, click here to take advantage of this feature. If I need to modify a transaction, where should I make th...
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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: 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: 06/23/2025
in Setup & Settings The Client Settings can be found by clicking on your name in the top right, and selecting Client Settings from the drop down. ...
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Last Updated: 06/23/2025
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 not...
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Last Updated: 06/03/2025
in Gifts
What is a Soft Credit? A soft credit is a way to recognize a donor for a gift they didn't directly give, but had influenced or facilitated. It's for tracking purposes so you can " soft credit" the influencer to help you keep track of who is ...