November 2011 Tips and Tricks

Watch the Recorded DonorSnap Basic Features Training

In case you missed it or ended up on the waiting list, the DonorSnap Basic Features training recording is now available.

Here's an outline of what the training covers:

  1. How to Navigate DonorSnap
    • Community/Contacts
    • Active/inactive records
    • Additional tables connected to each record
    • Home/User defined settings
  2. Manage Workflow on the Dashboard
    • Using the Tickler and Notes in conjunction with Other Community Members
    • Using Acknowledgment Emails in conjunction with Organization Contact
  3. Personalize your site
    • Site Setup
      • DonorSnap Site Lookups
      • User Defined Setup
      • Screen Layouts
      • Email (Acknowledgement, Tickler, and Pledges)
      • Additional Site Options
    • User Setup
      • Rights Tab
      • Screen Layouts

Watch the Basic Features Training.

 

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