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BetterUnite Help Center
Donor Management/CRM
Donor Management/CRM
Word Template Merge Fields
Understanding “Total Influenced Donation Amount”
Understanding the Engagement Score
Wealth Insights Reference Guide
Viewing & Managing DonorSearch Wealth Information
Household Name explained
Donor Statements
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Overview and Basics
Contacts Overview
How to export activities
Understanding the Opportunity Score
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, Tags, and Contact Lists
What are tags?
How to create contact groups?
How to add contacts to a group?
How to Show Contacts in a Group?
Tag Expirations
Manage Contact Lists
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Import and Export
How to export contacts
Email Contact and Group Import
Donor Statements
Word / Letter Templates and Word Merge
Sample Word Merge Letter Templates
Outreach Lists
Call Lists Overview
How to Create an Outreach List
How to add contacts to a call list
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