Donor Management/CRM

Overview and Basics

• Contacts Overview
• How to log an activity for a contact
• Donor Documents - files / attachments
• How to create a single contact
• How to add custom fields
• How to manage contact relationships
• Contact Search

Groups and Tags

• What are tags?
• How to add contacts to a group?
• How to create contact groups?
• How to Show Contacts in a Group?

Import and Export

• Bulk Delete Contacts
• How to export contacts

Donor Statements

• DONOR TAX STATEMENTS: How to send an End of Year Tax Statements to donors and more
• Word / Letter Templates and Word Merge

Call Lists

• How to Create an Outreach List
• How to add contacts to a call list
• Call Lists Overview