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Last Updated: 11/05/2024
in Data & Reporting
Review manually imported data, automated data flowing to GiveSmart Donor CRM from Events & Fundraise and manage your duplicate contacts from the Data Import & Review tab found in the left navigation. ...
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Last Updated: 10/29/2024
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: 10/04/2024
in Data & Reporting
GiveSmart Donor CRM allows you to efficiently merge potential donor contacts in the module. Review potential duplicates at different risk levels and compare and select contact information to retain prior to merging, providing you the ability to e...
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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: 08/30/2024
in Gifts
An In Kind Gift is a non-monetary gift (e.g. a physical asset vs. cash) which can be recorded in Donor CRM. Adding an In Kind Gift When recording a new gift in Donor CRM, select the Payment Type for In-Kind Goods or Services . Fill in the Gif...
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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...
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Last Updated: 07/30/2024
in Setup & Settings
Client settings can be found by clicking on your username in the top right, and selecting Client Settings from the drop down. General Settings Under General Settings, you can ...
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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 Product Updates 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: 06/28/2024
in Product Updates
April 1 - June 30 GiveSmart Events New Feature Campaign Site Settings: within the org hub, admins can generate a report to review campaign settings across all campaigns within the organization. C ampaign Item Stats Report : within the...