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Last Updated: 06/27/2024
in Gifts
Watch this video to learn how to add/document a new gift in your GiveSmart Donor CRM account. Steps to add a gift record From the Quick Actions container within the dashboard, click RECORD A GIFT Select a donor Add to ex...
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Last Updated: 06/27/2024
in Contacts
Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account. Steps to add a new contact record From the Quick Actions container within the dashboard, click ADD NEW CONTACT button Enter New Contact...
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Last Updated: 06/27/2024
in Data & Reporting
Watch this video to learn about activities and task management capabilities in your GiveSmart Donor CRM account. View Admin Activities Personal activities can be viewed from the Dashboard. Scroll to the Activities section to view all a...
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Last Updated: 06/27/2024
in Setup & Settings
Watch this video to learn the basics of what your GiveSmart Donor CRM has to offer and take a tour of the application. ...