Merging Contacts

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”

Email Tracking

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”

Site Setup – User Defined Setup – Adding and Customizing Extra Fields

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”