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CRM / Donor Management
CRM / Donor Management

Filter, edit, and export transaction and contact data

Sunny avatarCathryne avatarAlyssa avatar
By Sunny and 2 others3 authors14 articles

Contacts


How to use contact custom fields
How to use contact households and relationships
How to merge duplicate contacts
How to use contact tags
How to filter contacts and save segments
How to use contact events
How to log emails to a contact timeline with BCC or forwarding address
How to export / download contact details
How to generate end-of-year giving reports

Transactions


How to add and manage offline transactions
How to resend a transaction receipt
How to mark a transaction as acknowledged
How to export / download transaction details
How to export recurring plan details
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