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Last Updated: 06/03/2026
in Data & Reporting Easily manage and track tasks within your GiveSmart Donor CRM using the Activities feature. This tool allows you to organize follow-ups, monitor progress, and stay on top of donor engagement. Watch this video to learn about Activities: ...
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Last Updated: 06/02/2026
in Setup & Settings
This guide explains how to add new users and manage access within Donor CRM. User Roles Overview There are two types of user roles: Admin User Can manage users, fields, codes, activities, and client settings Standard User Has limited...
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Last Updated: 04/10/2026
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 Contact, where should I make this cha...
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Last Updated: 04/08/2026
in Data & Reporting What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions syn...
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Last Updated: 04/08/2026
in Data & Reporting What are some situations where I'd need to manually import records into Donor CRM? Bring in Activities that occurred prior to Automated Data Sync being enabled Accidentally declined records during the data import & review step Transactions syn...
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Last Updated: 03/17/2026
in Setup & Settings
New Unified Design Interface (UI Refresh) We have introduced a refreshed, unified design interface across the GiveSmart Donor CRM platform. While all existing functionalities remain unchanged, you will notice a modern, consistent look and fee...
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Last Updated: 03/06/2026
in Product Updates Overview MomentiveIQ Identity introduces a single, secure login across GiveSmart modules: Donor CRM, Events, and Fundraise . This update improves security, simplifies access, and lets you move between products without logging in again. What to ...
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Last Updated: 01/21/2026
in Data & Reporting
Automatically sync donor and transaction data from GiveSmart Events and Fundraise to GiveSmart Donor CRM. This one‑way sync ensures accurate reporting, deeper insights into fundraising activity, and less manual administration. Additional informa...
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Last Updated: 12/12/2025
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: 12/09/2025
in Product Updates October 1 - December 31 GiveSmart Events New Features: OTA via SMS OTP via SMS adds an important layer of security for donors which authenticates the new card transactions through One passcodes and enhances security measures for the ...