Category Listing: Maintenance and Setup

Administrative tools, customizing users, building drop-downs and adding new fields.

Getting Started – Formatting Contacts for Import

Date: July 22, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel, Setting up a New DonorSnap Database

Update Contact Information with the Excel Import tool

Date: July 17, 2018
By: Joanna Loops
Categories: Excel Import, Import from Excel

Mass Donation Updates Training Webinar

Date: October 24, 2018
By: admin
Categories: Donations, Excel Import, Excel Import/Update

Linked User Defined Fields

Date: July 22, 2018
By: Joanna Loops
Categories: Contacts, Site Setup

Mass Update the QBCustomer Code

Date: July 22, 2018
By: Joanna Loops
Categories: QuickBooks, Site Setup

Site Setup – Additional Site Options

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – Affiliation Setup

Date: July 19, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – DonorSnap Site Lookups – How to Customize a Drop-Down

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – Email Settings

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – Screen Layouts

Date: July 19, 2018
By: Joanna Loops
Categories: Site Setup

Site Setup – Site Information

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

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

Date: July 18, 2018
By: Joanna Loops
Categories: Site Setup

Billing Update and Invoices

Date: August 8, 2018
By: admin
Categories: Site Setup

Field & Screen Customization

Date: April 8, 2019
By: Joanna Loops
Categories: Site Setup

Integrations Help

Date: April 8, 2019
By: Joanna Loops
Categories: Site Setup

Data Clean Up Packages

Date: June 8, 2022
By: Joanna Loops
Categories: Getting Started, Site Setup