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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 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: 06/27/2024
in Setup & Settings
General Q: What is a donor CRM and why is it important? A: Donor CRM (or Donor Management System) is a relationship database that helps a user manage their donors, prospective donors, volunteers, and other supporters by keeping track of donat...
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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 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...