Category Listing: Contacts and Records

Help on how to find or add people, donations, interactions, etc. into your database.

PayPal and Other Credit Card Fees

Date: May 31, 2019
By: Joanna Loops
Categories: Donations

Memorial & Honorary Gifts

Date: May 31, 2019
By: Joanna Loops
Categories: Donations

Third Party Gifts

Date: May 31, 2019
By: Joanna Loops
Categories: Donations

Database Tabs

Date: April 8, 2019
By: Joanna Loops
Categories: Contacts and Records

Mass Donation Updates Training Webinar

Date: October 24, 2018
By: admin
Categories: Donations, Excel Import, Excel Import/Update

Live Duplicate Checking

Date: July 26, 2018
By: admin
Categories: Contacts

NCOA Service (National Change of Address)

Date: July 26, 2018
By: admin
Categories: Contacts, Integrations, Setting up a New DonorSnap Database

Linked User Defined Fields

Date: July 22, 2018
By: Joanna Loops
Categories: Contacts, Site Setup

Quick Search

Date: July 22, 2018
By: Joanna Loops
Categories: Dashboard, Grids

Name Resolution Override

Date: July 22, 2018
By: Joanna Loops
Categories: Contacts

NULL and EMPTY

Date: July 22, 2018
By: Joanna Loops
Categories: Grids

Refunded Donations

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

In Kind Donations

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Matching Gifts

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Soft Credits

Date: July 22, 2018
By: Joanna Loops
Categories: Donations

Understanding Grid Settings (Default Grids vs. User Grids)

Date: July 19, 2018
By: Joanna Loops
Categories: Grids, Maintenance and Setup

Donation Grid

Date: July 19, 2018
By: Joanna Loops
Categories: Donations, Grids

Contact Grid

Date: July 19, 2018
By: Joanna Loops
Categories: Contacts and Records, Grids

User Settings (User Grids, Search Field Settings, Excel Export Settings, Password Change)

Date: July 19, 2018
By: Joanna Loops
Categories: Grids, Maintenance and Setup

Documents Tab

Date: July 19, 2018
By: Joanna Loops
Categories: Contacts and Records