Maintenance > Merge Contact
DonorSnap provides an automated tool to move all of the activity records (Donations, Notes, Volunteer hours, etc.) from one Contact (Old Contact) to another Contact (New Contact). This tool is useful when duplicate Contact records are discovered in your system and you want to consolidate all activity under one Contact. Continue reading “Merging Contacts”
Customize your Grid Layouts for all users under Maintenance > Site Setup > Field and Screen Customization > Screen Layouts tab
(Customize your individual user grids under the username menu in the upper right and use User Settings.)
Maintenance > Email Tracking
The Email Tracking page will show you a complete history of emails sent from your DonorSnap site. You can also see detailed statistics of which emails were opened, bounced, clicked, etc. for at least one year. Continue reading “Email Tracking”
Maintenance > Site Setup > Additional Site Options
Set additional site options that allow you to change how some of your pages and fields function in DonorSnap. Continue reading “Site Setup – Additional Site Options”
Maintenance > Site Setup > Email Settings
On the Email Settings tab, set up default settings for the Pledge Reminder email, Tickler Reminder email, Organization Contact Email, and default set up for Acknowledgement Email PDF. Continue reading “Site Setup – Email Settings”
Maintenance > Site Setup > Field and Screen Customization >
User Defined Setup
User Defined fields are the BLUE extra fields added to DonorSnap. Adding User Defined fields is how you customize DonorSnap to your needs to track Membership information, Volunteer data, Interests, Skills, Communication preferences, etc. Some User Defined fields may be imported from your original conversion. Continue reading “Site Setup – User Defined Setup – Adding and Customizing Extra Fields”
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”
