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Last Updated: 06/27/2024
in Gifts
Create in honor or in memory gifts within GiveSmart Donor CRM. Create a Tribute Gift in Donor CRM From the left navigation select Gifts > Add a New Gift Enter donor information and proceed to the 2nd section of the gift entry pro...
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Last Updated: 06/27/2024
in Data & Reporting
Watch this video to learn how to run a solicitation analysis in your GiveSmart Donor CRM account. ...
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Last Updated: 06/27/2024
in Data & Reporting
Quick and advanced filters are available when viewing the Gift and Contact listings. Quick Filters: allow you to quickly search based on basic information such as dates, name, address, or tags Advanced Filters: are set up by selecting...
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Last Updated: 06/27/2024
in Data & Reporting
Within GiveSmart Donor CRM we have created quick report options to assist you in getting the information you need quickly. To locate the report options, from the left navigation select Reports . At the top of the Reports page, notice there are ...
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Last Updated: 06/27/2024
in Setup & Settings
Activities A historical recording of completed or to-be-completed tasks associated with a specific contact Examples: A phone call scheduled for User A to call Donor B next week, an email that went out to Donor C a month ago, a meeting ...
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Last Updated: 06/27/2024
in Data & Reporting
Copy your reporting data from GiveSmart Events to GiveSmart Donor CRM with a few simple clicks. Settle Remaining Balances The first step is to ensure there are no outstanding balances for your event. View the Outstanding Balances report by ...
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Last Updated: 06/27/2024
in Gifts
To embed a DonorCRM form within your existing webpage, you will need to share the code found below with your web designer. Once an online form is created within DonorCRM, the URL generated from the form can be placed into the block of code list...
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Last Updated: 06/27/2024
in Contacts
Watch this video to learn how to edit a record in your GiveSmart Donor CRM account. Steps to edit a contact record In the Search bar in the upper left corner, type the name of the record Select the record from the dropdown lis...
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Last Updated: 06/27/2024
in Data & Reporting
GiveSmart Donor CRM Data Conversion When you add GiveSmart Donor CRM, our Services Team will perform your data conversion to get all of your external data into Donor CRM. However there are still a few items that will need to be completed by you ...
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Last Updated: 06/27/2024
in Data & Reporting
Create a custom report From the left navigation, select Reports Click +Add New Enter a unique report name and select a specific data set Customize the report by selecting a date range and adding/removing columns
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