Getting Started 102: Setup

Learn how to customize your database to your needs. We’ll cover user settings, themes, dashboard apps, screen layouts, dropdown options, and adding new fields.

Download the Quick Start Guide and Glossary

Quick Recap

The trainer provided a guide on setting up and customizing the DonorSnap database, including the use of a setup checklist, quick start guide, and glossary of terms. She also explained the process of adding new users, customizing dashboards, managing data, and customizing screen layouts for searching and looking up information easily. Lastly, she discussed the integration of DonorSnap with QuickBooks, setting up online donations through Stripe, how to find contacts and data in your database, and building reports.

Summary

DonorSnap Database Setup Guidance
The trainer discussed the setup process for the DonorSnap database, focusing on the needs of new users. She emphasized the importance of the setup checklist available on the help website, which provides step-by-step guidance and links to detailed videos for each task. The trainer also highlighted the availability of a quick start guide and a glossary of terms for those who prefer printed materials or need definitions for specific terms. She encouraged participants to use the setup checklist to guide their initial setup process, which includes setting up users and customizing the dashboard.

Setting Up Users and Customizing
The trainer explained the process of setting up users for a database, emphasizing the distinction between administrators and users. She demonstrated how to add a new user, such as Stephanie, and customize their access rights. The trainer also highlighted the importance of teaching users how to customize their dashboards. She further discussed the possibility of adding apps to the dashboard for a more personalized experience.

Customizing and Managing DonorSnap Database
The trainer provided a detailed walkthrough on how to customize and manage a database using DonorSnap. She emphasized the importance of creating users and customizing dashboards, as well as exploring the site setup and maintenance options. The trainer explained how to add or remove fields, customize dropdowns, and manage data. She also highlighted the need to set up fields for tracking new information, such as additional phone numbers or new relationships. The trainer stressed that these changes can be made at any time, but are particularly important for long-term data management.

Adding Fields and Customizing Screens
The trainer discussed the process of adding new (user defined) fields to the database. She explained the different types of fields, such as text boxes, checkboxes, and dropdowns, and how to choose the appropriate type for each field. She also touched on the concept of screen layouts and how they can be customized to display different fields, such as attributes and email addresses. The trainer emphasized the importance of understanding the grids in DonorSnap, which is useful for searching and looking up records using the most common information.

Customizing Grids and Field Layouts
The trainer explained the process of changing grids in the system, emphasizing that changes made at the user level would override those made at the site level. She also discussed the customization of fields and screen layouts, including the ability to disable or enable fields as needed. The trainer encouraged users to explore the system’s capabilities, such as adding user-defined fields and customizing dropdowns, to tailor the database to their needs. She also mentioned the importance of reaching out to support if any help is needed.

DonorSnap Setup and Integration Tutorial
The trainer provided a detailed walkthrough on setting up and customizing DonorSnap, an online platform for managing donations and acknowledgments. She emphasized the importance of integrating DonorSnap with QuickBooks for seamless accounting, and guided the team on how to set up online donations through Stripe. The trainer also highlighted the need for a checklist to ensure all necessary steps are taken, and encouraged the team to reach out for support if needed.

Getting Started 102: Setup

Quick Recap

Summary

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