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.
Dashboard
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
here.
Donor List
The Donor List allows you to search for contacts using a variety of parameters, then view and edit donor information.
Donor Edit. 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.
The
Profile tab has multiple fields for categorizing donors, including assigning donors to multiple mailing lists.
The
Notes tab has fields for free-form text entry as well as user- customizable fields.
The
Member tab has fields to track membership levels and renewal information.
