Updated Articles

  1. Why do I have Anonymous Transactions Updated

    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...
  2. Why am I automatically logged out of Donor CRM

    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...
  3. How to Add a New User to Donor CRM

    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...
  4. Primary emails are not subscribed to mailing list Error Message

    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...
  5. How To add an In Kind Gift

    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...
  6. What is the Name Changes Report

    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 n...
  7. Anonymous and Failed Transaction Notification

    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. ...
  8. 2025 Q3

    July 1 - September 30 GiveSmart Events Improvements: SMS Opt-Out Reminder on Donate Now Form Add Opt‑In Reminder on Accept Invitation Page Users now see confirmation that email or SMS will be sent after registration Improved Human Verif...
  9. Dashboard Overview

    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 ...
  10. Automated Data Sync

    *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...