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BetterUnite Help Center
Donor Management/CRM
Donor Management/CRM
All things CRM / Donor Management
Overview and Basics
Contacts Overview
How to create a single contact
How to log an activity for a contact
How to add custom fields
How to manage contact relationships
Contact Search
Donor Documents - files / attachments
Soft Credits
Bulk Delete Contacts
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Groups and Tags
What are tags?
How to create contact groups?
How to add contacts to a group?
How to Show Contacts in a Group?
Import and Export
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
Outreach Lists
Call Lists Overview
How to Create an Outreach List
How to add contacts to a call list
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