As a new DonorSnap user, there are a number of Set Up considerations in the beginning, to optimize the use of your new site. Click on the images below for more information.
Continue reading “Getting Started – Set Up Checklist”Mass Update the QBCustomer Code
Video Outline
- Choose you QuickBooks Online Integration Method: General Ledger Only or General Ledger and Donor Detail
- Manually enter your QB Customer Code for each contact
- Use Excel Import to upload a spreadsheet of your QBCustomerCodes in bulk
QuickBooks Online Integration Setup Guide
DonorSnap is able to integrate your database with your QuickBooks Online account. This integration requires some setup before it can be used the first time, but after it has been configured, donations can be easily sent to QuickBooks in batches. If you are using the installed desktop version, read the QuickBooks Desktop Integration Setup Guide.
Continue reading “QuickBooks Online Integration Setup Guide”QuickBooks Desktop Integration Setup Guide
DonorSnap is able to integrate your database with your QuickBooks Desktop account. This integration requires some setup before it can be used the first time, but after it has been configured, donations can be easily sent to QuickBooks in batches. If you are using the online version, read the QuickBooks Online Integration Setup Guide. Continue reading “QuickBooks Desktop Integration Setup Guide”
Linked User Defined Fields
Video Outline
- Create user-defined fields that are linked to and automatically update other user-defined fields on the contact screen
- Example: Adding Membership Level to the Donation page, that will automatically update the Membership Level on the Contact Screen.
*Note that this video uses an older interface of DonorSnap, however the process of adding and using a Linked field is still correct.
Understanding Grid Settings (Default Grids vs. User Grids)
Video Outline
- Understanding the Grid (for sorting & filtering)
- Changing the default grids (Maintenance > Site Setup)
- Changing an individual user grid (Home > User Defined Settings)
Continue reading “Understanding Grid Settings (Default Grids vs. User Grids)”
User Settings (User Grids, Search Field Settings, Excel Export Settings, Password Change)
Home > User Settings
Individual Users can change some DonorSnap Settings, such as what fields the “Search” button searches, what version of Excel to export to. These are useful tabs for a User that is not given access to the Maintenance Tab. Continue reading “User Settings (User Grids, Search Field Settings, Excel Export Settings, Password Change)”
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”
Site Setup – Screen Layouts
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.)
Site Setup – Affiliation Setup
Maintenance > Site Setup > Field and Screen Customization > Affiliation Setup
Affiliations are used to link Contacts together that have a shared relationship (Affiliation) – neighbors, parent/child, cousins, etc. Customize the affiliations relevant for your organization. Continue reading “Site Setup – Affiliation Setup”
Site Setup – Additional Site Options
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”
Site Setup – Email Settings
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”
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”
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”