Donor Management/CRM

Overview and Basics

• Contacts Overview
• How to create a single contact
• How to manage contact relationships
• Contact Search

Better.AI Usage

• How to Use Better.AI
• Trust & Safety with Better.AI
• Suggested Better.AI Prompts
• Better.AI FAQ

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

Custom Fields and Activities

• How to log an activity for a contact?
• How to add custom fields?

Donor Statements

• DONOR STATEMENTS: How to send an End of Year Report to donors and more

Call Lists Basics

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

Grant Management

• Grant Management Overview