The Basics

Adding, Reviewing and Updating a Contact Record
Contacts are where we store information about prospects, donors and general contacts. A contact exists in one of three life cycle stages - Prospect, Don...
Tue, 13 Oct, 2020 at 8:37 AM
Adding, Reviewing and Updating Gifts from a Contact Record
Gifts are where we store information about donations, membership dues and event tickets in DonorDock. To view/edit a gift: Click on Gifts within the F...
Tue, 13 Oct, 2020 at 8:56 AM
Adding, Reviewing and Updating Activities from a Contact Record
To view an Activity: Click on Contacts and find your contact From their record, navigate to their activity Timeline Review the last time you had contac...
Fri, 30 Apr, 2021 at 4:28 PM