How To

Action Board Methodology
The Action Board is driven by solid fundraising best practices and methodology to ensure you are focused on the right things, at the right time.   In t...
Tue, 13 Oct, 2020 at 8:52 AM
How to Use the Action Board
The Action Board is the hub that shows you who needs engagement, how to engage them and when.  In the board you will see two sections Handling To-Do’s ...
Mon, 26 Apr, 2021 at 2:29 PM
Tracking Volunteers Hours as an Activity
How to track volunteer hours as an activity in DonorDock. Many organization have volunteers and adding and tracking volunteer hours is easily added and ...
Fri, 16 Apr, 2021 at 9:41 AM
Create Activities from the Action Board
You can create activities from individual contact records, which you can review in this article; or through bulk activity updates from a report, which you c...
Tue, 27 Apr, 2021 at 4:19 PM
Editing an Activity Record
You can create activities from individual contact records, which you can review in this article; or through bulk activity updates from a report, wh...
Tue, 20 Jul, 2021 at 8:44 PM