Maintenance > Site Setup > Field and Screen Customization > DonorSnap Site Lookups.
Customize the options (the “Lookups”) under the dropdowns that are installed with DonorSnap like Contact Type, Accounting Code, Campaign, Appeal, etc. Continue reading “Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down”
Maintenance > Excel Import/Update
- Explanation of Update Contact Information option in Excel Import
- Create a DataMiner Platinum report with the Contact IPK field
- Export data to Excel and make changes
- Add new choices to dropdown fields
- Using Excel Import tool to Update Contact Information
Continue reading “Update Contact Information with the Excel Import tool”
