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Last Updated: 09/04/2025
in Setup & Settings
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...
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Last Updated: 09/04/2025
in Communication
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...
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Last Updated: 09/04/2025
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: 09/04/2025
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 n...
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Last Updated: 09/03/2025
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: 08/29/2025
in Product Updates
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 Ver...
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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: 07/01/2025
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. ...