Contacts

Tagging Contacts with Badges
Tagging contacts with badges provides a flexible way to segment your contacts into groups. You are able to create unlimited badges and assign unlimited badg...
Thu, 7 Mar, 2019 at 8:37 AM
Updating Contacts with a Change File
This article will walk you through how to do a bulk update to contact records directly from a contact report. A bulk update is great if you have a lot of da...
Mon, 16 Nov, 2020 at 2:14 PM
Merging Duplicate Contacts
It is a given that you will end up with duplicate contacts in your DonorDock database at some point. Fortunately, we make it easy to merge contacts together...
Wed, 15 Jul, 2020 at 12:24 PM
Tracking Memberships
DonorDock allows basic membership tracking through the Gift entry screen. To track a membership, follow these steps: Create any needed Membership Types...
Fri, 15 Feb, 2019 at 12:14 PM
Batch Receipt Printing or Emailing
To print receipts in batches follow these steps: Navigate to Reports. Click on Gifts. Set your filters or load an existing report for the gifts you w...
Wed, 10 Jun, 2020 at 9:28 AM
Relationship Management
Create a Household relationship from a the Spouse tab in an individual contact record Access a Contact record Click on the Spouse tab Click on Create...
Wed, 1 Jul, 2020 at 1:29 PM
Document Management
Documents can be uploaded, managed and edited within a contact records, gift records or acitivities. Below are steps on how to use this functionality.  ...
Wed, 1 Jul, 2020 at 1:15 PM
Cleaning Up Badges
Having multiple or new users, may require you to complete some data clean-up as everyone is learning and using the platform. In particular, users may create...
Tue, 23 Jun, 2020 at 12:51 PM
Donor Management Using NCOA
Review this video for helpful instructions on how to export your donor data, run it through the National Change of Address (NCOA) database and import your u...
Wed, 1 Jul, 2020 at 2:23 PM
Archiving Contacts
How Archiving works within DonorDock Archive is a soft delete of a contact record. This allows you to categorize contacts that are active and contacts th...
Wed, 25 Nov, 2020 at 2:40 PM