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Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down

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”

Update Contact Information with the Excel Import tool

Maintenance > Excel Import/Update

  1. Explanation of Update Contact Information option in Excel Import
  2. Create a DataMiner Platinum report with the Contact IPK field
  3. Export data to Excel and make changes
  4. Add new choices to dropdown fields
  5. Using Excel Import tool to Update Contact Information

Continue reading “Update Contact Information with the Excel Import tool”

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