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Last Updated: 06/28/2024
in Gifts
Add a New Pledge A pledge is a financial contract between a donor and charity/organization that the donor promises to make payment on in the future. Select Pledges section on the left navigation bar Click on Add a new Pled...
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Last Updated: 06/28/2024
in Contacts
Use our helpful tips to assist you in creating and managing your new households and groups. Adjust Column Order In preparation for creating your households and groups, you can adjust the column order to move the frequently sorted columns to th...
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Last Updated: 06/28/2024
in Contacts
Create a Household or Group within GiveSmart Donor CRM to view relationship metrics between individual contacts. Our Services Team can help you create a strategy on how to best utilize this feature. Learn more about our service offerings he...
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Last Updated: 06/28/2024
in Contacts
Contact records can be bulk edited to apply or remove tags, delete records or merge 2 or more records. Locate the bulk action feature by selecting Donors & Contacts from the left navigation, and select Contact Listing from the dropdown. ...
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Last Updated: 06/28/2024
in Data & Reporting
You can copy your reporting data from GiveSmart Fundraise to GiveSmart Donor CRM with a few simple clicks. Exporting Donor Data from GiveSmart Fundraise The first step is to gather your data from GiveSmart Fundraise. This is similar to any other...
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Last Updated: 06/28/2024
in Data & Reporting
Transferring Data from Popular Data Sources The GiveSmart implementation staff has extensive experience converting Fundraising CRM data from a wide variety of data sources, including other CRM systems. While we expect the data to be provided in ...
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Last Updated: 06/28/2024
in Data & Reporting
If I need to modify a transaction, where should I make this modification? Transactions should be modified from their source point. A transaction should not be modified in GiveSmart Donor CRM if it originated in either GiveSmart Events or Fundr...
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Last Updated: 06/28/2024
in Data & Reporting
Automatically sync your donor and transaction data from GiveSmart Events & Fundraise to GiveSmart Donor CRM. This unidirectional sync provides accurate and actionable insights of your GiveSmart fundraising activity and reduces administrative over...
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Last Updated: 06/28/2024
in Setup & Settings
Customer Support Normal business hours are: Monday through Friday 7:00 am to 4:00pm Pacific Time. Email: givesmart-help@communitybrands.com GiveSmart Donor CRM Help Center Find technical guides and training videos in the GiveSmart Donor ...
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Last Updated: 06/28/2024
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 in DonorSearch Login to your DonorSearch online account at: www.donorlead.net Click My Account in t...