If you would like to see a guided web demo of our system, please click the Contact Form on the menu, and we will contact you to set up a 1 hour demo at your convenience.
The dashboard is the first screen shown when a user logs in. The purpose is to give a quick assessment of Campaign status, Donations, and Tasks. What would you like to see on your dashboard? Please tell us
The Donor List allows you to search for contacts using a variety of parameters, then view and edit donor information.
. The Donor Edit screen includes 4 tabs of information. The Contact Information
has basic name and address information as well as the ability to upload a picture of the donor.
tab has multiple fields for categorizing donors, including assigning donors to multiple mailing lists.
tab has fields for free-form text entry as well as user- customizable fields.
tab has fields to track membership levels and renewal information.