Individual Contact Management

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, 27 May, 2021 at 9:48 AM
Managing 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 togethe...
Tue, 27 Apr, 2021 at 4:51 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
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
Generating Individual Receipts/Letters
This article outlines how to generate, print, or email a receipt template to an individual contact.  1.  Click on Gifts from the Fundraising Menu 2. ...
Thu, 11 Mar, 2021 at 6:19 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
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
Assigning Contacts to Marketing Lists
Assigning contacts to a marketing list allows you to funnel the right communication to the right donors. They are generally built by using contact badges, s...
Tue, 27 Apr, 2021 at 4:38 PM