Category Listing: Maintenance and Setup

Administrative tools, customizing users, building drop-downs and adding new fields.

Change your Year End Date

Date: July 11, 2018
By: Joanna Loops
Categories: Maintenance and Setup

Merging Contacts

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

Scheduled Reports Emails

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

User Setup

Date: July 11, 2018
By: Joanna Loops
Categories: Maintenance and Setup

users, security, rights, admin, administration

Understanding Grid Settings (Default Grids vs. User Grids)

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

Email Tracking

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

Interaction Mass Update

Date: July 10, 2018
By: Joanna Loops
Categories: Communication Tools, Maintenance and Setup

Label Lines

Date: July 13, 2018
By: Joanna Loops
Categories: Communication Tools, DataMiner Platinum, Maintenance and Setup

Organization Contact

Date: July 13, 2018
By: Joanna Loops
Categories: Contacts and Records, Maintenance and Setup

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

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

Enable New Features

Date: July 22, 2018
By: Joanna Loops
Categories: Maintenance and Setup

QuickStart Guide & Glossary

Date: October 23, 2019
By: Joanna Loops
Categories: Getting Started, Maintenance and Setup

Image Manager

Date: August 10, 2022
By: admin
Categories: Email, Maintenance and Setup, Online Forms

Dashboard

Date: July 13, 2018
By: Joanna Loops
Categories: Dashboard

Dashboard – Goal Definitions

Date: July 23, 2018
By: Joanna Loops
Categories: Dashboard

Dashboard Colors

Date: July 23, 2018
By: Joanna Loops
Categories: Dashboard

Quick Search

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

Excel Import Tool

Date: July 17, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel

Excel Import – Loaded Data Listing (how to Undo an Import)

Date: July 17, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel

Getting Started – Formatting Contacts for Import

Date: July 22, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel, Setting up a New DonorSnap Database