Mail Merge Instructions

DonorSnap Glossary, October 2019

Glossary of Database Fields

Here are the definitions for all of the BLACK fields that come installed with DonorSnap.

Please remember that all sites can be customized by adding and removing fields from your grids & screens; some of

these fields might not be visible on your screens.

All sites can add their own BLUE fields. These are called “User Defined” fields because they are defined by YOU, and

therefor are not part of this list.

Listing Grid

 Status: show Active, Inactive, or ALL on the Grid (based off the “Active” check-box on the Contact tab)

 Save and Reset Settings: change the column widths, what fields appear on the grid, etc. and then SAVE

settings. The next time you come to the grid, those settings will appear. At any time you can RESET your

settings back to the defaults.

 Search: the Blue search button will search ALL DonorSnap fields, giving you the results in a list.

Customize what fields are available under the Search button under User (top right) > User Settings > Search

Automatic Donation Fields: These amounts are automatically generated by DonorSnap by pulling payment

information on the Donation tab (and will include ALL payments: Donations, Event Tickets, Membership, etc.). These

fields cannot be modified.

 First Donation Amount / First Donation Date: Pulls the date and amount of the first payment in DonorSnap

 Last Donation Amount / Last Donation Date: Pulls the date and amount of the last payment in DonorSnap

 MAX Donation Amount / MAX Donation Date: Pulls the date and amount of the largest payment

 LTD Donation Amount: Totals the Lifetime To Date giving of all payments in DonorSnap

 Prior Year Donation Amount: Totals the Prior Year payments (customize your system year under Maintenance > Site

Setup > Additional Site Options)

 YTD Donation Amount: Totals this Year to Date payments (customize your system year under Maintenance > Site Setup

> Additional Site Options)

Contact Tab: All personal & static information about your Contacts

 ContactType: Individual, Business, Foundation, Organization

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Attributes: Roles & Relationships, including Board Member, Prospective Donor, Volunteer

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Company: IF the donor is a Business/Organization/Foundation, etc. this is the name of that Business

 Title 1 & 2: Mailing title, Mr., Mrs., Rev., Pastor, Mr. & Mrs. , etc

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

DonorSnap Glossary, October 2019

 FirstName/LastName: Often combined spouses “John and Mary Smith”

 FirstName2/LastName2: To separate spouses or spouses with a different last name, second contact at a

Business or Organization

 Acknowledgement: Formal Mailing. Auto-generates from First/Last 1 & 2

Click the “Name Resolution Override” box to customize per contact

 Salutation: Nick Names, the “Dear” line of a letter. Auto-generates from First 1 & 2

Click the “Name Resolution Override” box to customize per contact

 Employer: If the contact is an Individual, this is where they work

 Job Title: At work job title, such as VP of Operations, Sales Manager, etc.

 MailCodes: Mailing preferences (Do not mail, Do not contact, No email, Bad address)

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Address Fields: Enter one address here, is duplicated on the Address Tab.

If a contact has multiple addresses, enter those on the Address Tab.

 Organization Contact: The board members or key staff members assigned to a contact, aka, the Solicitor

Customize under Community > Organization Contact

 Origination Date: the date the contact was added to DonorSnap (will auto-fill today’s date when adding a

new contact). Is often the date of import, if DonorSnap imported your database

 Default Acknowledged: Contact does not want Thank you letters. By checking this box you are indicating

that ALL donations will be, by default, marked as “Acknowledged” which means they will not generate in the

queue for Thank you letters to print

 Active: As defined by your organization, typically Active donors.

Make “Inactive” (uncheck the box) when a contact becomes deceased, asks to be removed from a mailing

list, moves out of the country, etc.

Additional Contact fields (some of these might not be visible on your Contact screen. Customize under Community > Site-Setup

> Field & Screen Customization > Screen Layouts)

 Address Type: Home, Business, Secondary, etc.

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Attributes (2): the same Attributes (Board, Volunteer, etc.) but for the 2

person in your Contact record

 Birth Date & Birth Date (2): Contact’s birthdate in 5/15/1960 format

 Birthday & Birthday (2): Contact’s birthday in 5/14 format (no year)

 Contact Last Updated: a DonorSnap system field for when the contact was last updated. Can be pulled in to

the Grid, the Page layout, and DMP reports. Cannot be modified by the user.

 Contact Last Updated By: a DonorSnap system field tracked which user last updated the Contact. Can be

pulled in to the Grid, the Page layout, and DMP reports. Cannot be modified by the user.

 Deceased: Check this box to indicate that the Contact is deceased (also Un-check the Active box)

DonorSnap Glossary, October 2019

 Default Accounting Code: Set the default that ALL donations coming in from this Contact will automatically

set the Accounting Code (such as All donations go in the General Fund, or a particular restricted program)

 Default Anonymous: Check this box if ALL donations by this Contact will automatically be set as

“anonymous”

 Default Sort By: A System field used to sort contacts on the Grid.

 Do Not Email: (not to be confused with the Do Not Email option underneath the MailCodes field), this

checkbox can be used to indicate they Do Not want emails through the Email PDF Acknowledgement System

 Employer (2): The Employer for the second person in a Contact record

 Envelope Line 1: Like the Salutation & Acknowledgement, Envelope Line 1 automatically generates, pulling

First Name 1 & Last Name 1.

 Envelope Line 2: Automatically generates, pulling First Name 2 & Last Name 2.

 Facebook: A text box available to enter their Facebook address

 Fax: A text box available to enter their fax #

 Import Key: The number used to initially import your Contacts. Can be visible on the grid, page layout, and

DMP reports. Cannot be modified by the user.

 LinkedIn: A text box available to enter their LinkedIn address

 NCOA Screening: If you had an NCOA screening, this is the result that returned from the USPS

 NCOA Screening: the date of your NCOA Screening with the USPS

 OptInDate: For organizations under the GDPR regulations, this field tracks the date a user opted in to

allowing their data to be tracked in your system

 OptInMethod: For organizations under the GDPR regulations, this field tracks how the user opted in

 QB Customer Code: Used to connect a contact with your QuickBooks account

 Seasonal Start & End Dates: If you are tracking Seasonal addresses, you can enter Start & End Dates for

when DonorSnap will switch between seasonal addresses. These Start & End dates are on both the Contact

tab and the Address tab.

 Tax Deductible Amounts: DonorSnap generates DonationAmountYTD and DonationAmount2yrsago, etc.

But it also generates a relative Tax Deductible amount for each year (Amount – Value Received =

TaxDeductible Amount). If you are tracking event tickets and Value Received, use these Tax Deductible

amount fields for reports.

 Twitter: A text box available to enter their Twitter address

 Valid Date DB Customer: The date the QBCUstomer field was last validated

 Website: A text box to enter their Website URL

Address Tab: Add additional addresses

 Address Type: Secondary, Business, Seasonal, etc.

Customize under Maintenance > Site Setup > DonorSnap Site Lookup

DonorSnap Glossary, October 2019

Donations Tab: All income (Donations, Grants, InKind, Event Tickets, Membership, etc)

 Donation Date: Auto-populates Today’s date. All DonorSnap reports are based on this date

 Payment Method: Cash, Check, Credit Card, Money Order, etc.

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Batch Code: the acknowledgement letter being sent out to the donor

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Accounting Period: a secondary date

o Not required, many organizations do not need

o Could be the date of the deposit

 Reference #: Check number, PayPal confirmation, last digits of the Credit Card, etc.

 Anonymous: Check if the donor wishes to remain anonymous

 Associated with Pledge: Link the donation to its Pledge

 Amount: The Amount of the payment

 Value Received: The amount of an item the DONOR received in return for the donation (for example an

event, the Dinner received)

o Is a Negative number: Amount – Value Received = TaxDeductible

o Can be added in to an acknowledgement letter, “Thank you for your event ticket of $300 of which

$200 is tax deductible”

o Will generate on an end of year Contribution Statement

 DonationType: typically Broad Donation, Event Tickets, Grant, InKind, Sponsorship

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Campaign: the Project or Designation

o Capital Campaign, Summer Camp, Mission to Haiti, Building Fund

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Appeal: the Fundraiser or Mailing

o Golf Tournament, Spring Mailing, Annual Picnic, September Newsletter

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Accounting Code: where the money is going in QuickBooks

o If using the QuickBooks integration this is the field linking to your QB database

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

o Link to your QB codes under Maintenance > Site Setup > QuickBooks Processing

 Comments: 500 characters as you need

o The “In Memory Of” name or the Description of the InKind Donation

o Can print on end of year Contribution Statements

 Acknowledged: UN-checked means it is Not acknowledged and will place the donation in a pending queue

waiting for a donation to print

DonorSnap Glossary, October 2019

o When a letter is printed through DonorSnap, the program will check the box and record a date the

letter is printed

o Check the box if you do NOT want DonorSnap to generate a letter, indicating it has already been

acknowledged elsewhere

 Organization Contact Email Sent: When a contact is connected to an Organization contact and makes a

donation, this will say “Pending”. Once you send the Organization Contact email, this will say “Yes”

Additional Donation fields (some of these might not be visible on your Donation screen. Customize under Community > Site-

Setup > Field & Screen Customization > Screen Layouts)

 Acknowledged Date: The date the Thank you letter was generated

 Donation Date Added: A DonorSnap system field for when the Donation was added

 Donation Last Updated & By: DonorSnap system fields for when the Donation was last updated, and by

which user. These fields can be visible on the Grid, the Page Layout, and DMP reports. Cannot be modified

by the user.

 Donation IPK: the Donation record number (automatically generated by DonorSnap and cannot be

modified)

 Tax Deductible Amount: a DonorSnap system field automatically generated from the Amount – Value

Received (will print on Contribution Statements)

 DonationPledgeComment: For reporting, this will pull the commend on the pledge record that the

donation is associated with

 DonationSplitKey: a DonorSnap system field to tie Split donations together.

 Integration QB Date: The date that the payment was integrated with QuickBooks

 Processing Fee %: The percentage offer to the donor to cover, on the Responsive Form

 Processing Fee Included: Whether the donor opted to add the “Processing Fee %” or not, to their donation

 QuickBooks GL Date: The date entered into the QuickBooks General Ledger for this payment

Pledge Tab: Commitments to Pay (Traditional pledges, sponsors for next year, Grants on their way, etc.)

 Pledge Date: the date the Contact made their pledge

 Comments: text box to be used as needed (100 characters)

 Total Pledge: the Full amount pledged

 1

Payment Due: enter first payment due. Based on the frequency & number of payments, subsequent due

dates will be pulled from this date. For example enter 1/15 then frequency of Quarterly. It will figure the

next due-dates are 4/15 & 7/15

 Frequency: Set the frequency of the payments (monthly, quarterly, annually, etc. )

 # of Periods: How many times they will pay

DonorSnap Glossary, October 2019

 Campaign, Appeal & Accounting Code: Enter the related options here. Once a payment is entered on the

Donation tab, these will automatically pull to that payment entry (and cannot be modified on the Donation

side)

 Send Email Reminders: Check the box if interested in sending email reminders

 # of Days before Pledge Due Date: Indicate how many days prior to the due date to send the reminders.

 Email Contact: Check to send the reminder directly to the Contact (will say “No Email on File” if you do not

have an email for the Contact)

 Email Organization Contact: Check to send the reminder to the “Organization Contact”, the Board Member

relationship you created on the Contact tab (will say “No Email on File” if you do not have an email for them)

 Additional Email Address: manually enter a different address (such as your Admin staff) to email the

reminder to

 Written Off Date & Amount: If the pledge is written off, enter the amount and date here

Additional Pledge fields (some of these might not be visible on your Pledge screen. Customize under Community > Site-Setup >

Field & Screen Customization > Screen Layouts)

 Completed: Add this checkbox to your Pledge tab to mark when a pledge is completed (will remove them

from Pledge reports)

 Pledge Date Added, Last Updated, Last Updated by: DonorSnap system fields for when the Pledge was

added, last updated, and which user last updated it. Can be pulled in to the Grid, Screen Layouts, and DMP

reports. Cannot be modified by a user.

 Pledge IPK: The Pledge ID assigned by DonorSnap. Cannot be modified.

Interaction Tab: Very flexible. All communications (Phone Call, Emails, Mailings). All other activity with a date

such as date Grant Awarded, a Survey they completed, Date of their background check, etc.

 Date of Interaction: The date the interaction happened

 InteractionType: What was the interaction. Phone Call, Email, Mailing, Personal Contact, etc.

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Comments: text box as you need (100 characters)

Interaction Date Added, Last Updated, Last Updated by, and the Interaction IPK are available under Maintenance >

Site-Setup > Field & Screen Customization > Screen Layouts.

Tickler Tab: Reminders and ToDo items for your staff

 Heading: text box available for the Heading of your Tickler (“Lunch Date”)

 Date Follow-up: Date for when the Tickler is due. Ticklers on your Dashboard will be sorted by this date.

 Task: Text box for more details (“Sam’s restaurant, 3pm”)

DonorSnap Glossary, October 2019

 Person Responsible: Assign a staff member for this Tickler. Customize under Community > Tickler Person

Responsible.

o Tickler Apps on your Dashboard can be customized to show all Ticklers assigned to one person, or

multiple

 Person Email for Follow-up: If you assigned a Tickler Person Responsible, the email will automatically

generate here. OR manually type in the email address for an associated person.

 Send Tickler Email: Set when to send the tickler email reminder, when it’s Past Due (“You have an

outstanding Tickler in DonorSnap") or prior to the due date (“You have an upcoming Tickler”)

 Comments: a text box as needed (100 characters)

 Completed: check this box when the Tickler is finished. Once checked and saved, the Tickler will be removed

from your Dashboard app and email reminders will stop.

Tickler Date Added, Last Updated, Last Updated by and Tickler IPK are available under Maintenance > Site Setup >

Field & Screen Customization > Screen Layouts.

Volunteer Tab: The Hours a contact works (could be signing up for a future date)

 Date: the Date the Volunteer worked

 Event Code: where they worked (will be empty until you build)

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 Hours: numeric field to enter the hours worked that day

 Comments: Text box as needed (100 characters)

Volunteer Date Added, Last Updated, Last Updated by and Volunteer IPK are available under Maintenance > Site

Setup > Field & Screen Customization > Screen Layouts.

Notes Tab: Have as many notes as you need

 Date: the Date of the Note

 NotesType: to categorize different types of notes (Communication, History, Financial Information, etc.)

Customize under Maintenance > Site Setup > Field & Screen Customization > DonorSnap Site Lookups

 NotesComment: the big text box of the Note. 3000 characters which is about 1 ½ pages.

o Can include images from the internet, bullets, tables, links, etc.

Note Date Added, Last Updated, Last Update by and Note IPK are available under Maintenance > Site Setup > Field

& Screen Customization > Screen Layouts

DonorSnap Glossary, October 2019

Affiliated Tab: Relationships between your Contacts

 Affiliated Type: the relationship between your Contacts

Customize under Maintenance > Site Setup > Field & Screen Customization > Affiliated Listing

 Contact #: Choose the related contact

 Comment: Text box as needed (100 characters)

Affiliation Date Added, Last Updated, Last Updated By and Affiliated IPK are available under Maintenance > Site

Setup > Field & Screen Customization > Screen Layouts

Documents Tab: unlimited document storage for your Contacts

Feature Definitions

Dashboard Apps

 Goals: Create visual ticker-boxes for organization goals (for example, to raise 100K by the end of the year,

the goal box would show progress for that goal)

 Tickler: Lists all the staff todo items created for your Contacts

 Favorite Pages: Build your own list of DonorSnap features that you use the most for quick access

 Quick Search: Easily search for and jump to a Contact’s record

 Responsive Forms Open Records: Alert that someone has completed one of your online forms, and you

need to process that record in to your database.

 Acknowledgements Pending: Alert that there are Thank You letters that need to be printed

 Org. Contact Emails Pending: Alert to send emails to board members connected to donors that have made a

payment

 Upcoming Free Training: List of upcoming Wednesday Webinars

 Keep & Share Calendar: if you don’t have a calendar program such as a Google calendar, Keep & Share is a

great alternative. One calendar to be shared between your users.

 Recent Donations: A list of current payments (filter on Donations, Event Tickets, different appeals, etc. )

 Top Donors: A list of Top Donors

 Pledge Report: A list of campaigns & appeals and totals received for each. Will show both donated and

pledged amounts

 Yearly/Monthly/Donations – Bar Graph: a bar graph of total payments. You choose date range for the

graph and what payments are included.

 Donor Retention: Percentage of donors retained from year to year

DonorSnap Glossary, October 2019

Community Menu

 Contacts: the database

 Organization Contact: database of the Board/Key staff assigned to your Contacts

 Tickler Person Responsible: database of Staff/Board used in the Tickler system

 Mass Entry: Feature tool for entering Donations, Interactions, and/or Volunteer Hours on a mass basis

Reports Menu

 DataMiner Gold: an older version of DataMiner Platinum, most organizations do not use it (remove it from

your Menu’s under Maintenance > User Setup > choose your user > Rights Tab)

 DataMiner Platinum: Custom query builder. Useful for mailing lists and reports you cannot get from the

canned reports

 Contact Profile: a 1-2 page document about your Contact showing their Contact information, Lifetime and

YTD giving, history of activity including Donations, Notes, Volunteer Hours, Pledges, etc. Generate profiles

for one contact or a group.

 Donation Activity > Donations Received: The most common report you will run. Donations Received within

a time period. Use for What was Received this month, this year, at the Golf Tournament, in to that particular

fund, etc. Lists every single payment that meets the report criteria

 Donations Received Summary: Summarizes payment giving by the Donor, so Bob Thompson gave $1500

this year (a total of his payments within the date range)

 Contribution Statement: Print end of year tax statements en masse. (to email statements, under the Processing

menu)

 Excel Non-Giving: Easy Excel export to show all that have NOT given to a specific campaign or appeal within

a date range

 Contact Type Donated: Break-down of Contact Types (400 Individual, 32 Business, 12 Foundations, etc.) and

how many donations and what amount of donations for each type.

 Pledge > Giving Report: What has been Given, Pledges & Donations, within a time period

 Pledge Aging: Status of pledges in the system, showing if they are current, or late in payments by 30-60-90

days

 Pledge Forecasting: Shows income to be received in future months. Helps with budgeting.

 Alpha Contact list: Phone/Cell/Email for Contacts, filtered on Contact Type or Organization Contact

 Alpha Mailing List: Mailing fields for Contacts, filtered on Contact Type or Organization Contact (remember to

use DataMinerPlatinum for all other mailing list groups)

 Fund Development Analysis > Comparative Donation by Donor: Compares donations within 2 time periods

(for more than 2 time periods, such as the last 5 years, use the Periodic comparison report)

 Comparative Donation by Contact Type: Compares donations by Contact type, within 2 time periods

 Fundraising by Campaign: Break down of all payments within a time-period, by Campaign

DonorSnap Glossary, October 2019

 Fundraising by Appeal – IS FUND RAISING TWO WORDS? : Break down of all payments within a time-period,

by Appeal

 Donations Strata: Breaks donors in to giving levels (such as $10000 or more, $8000-10K, $5K-8K, $1K-5K,

etc.). Great as a Major Donor report. Or for giving levels at the end of the year.

 Periodic Comparison: Excel export of payment history. Compare the last 5 years of giving, for example, by

Donor, Campaign, etc.

 Donor Retention: Percentage of Donors retained within 2 time periods

 LYBUNT: Lapsed Donors. Those that gave “Last Year But Unfortunately Not This Year” (however you can

change the date-range so it could be previous years, not just last year)

 New Donors: List of New Donors within a date range, what their first payment was towards

 Interaction Report: List of All interactions

 Volunteer Report: List of all volunteer hours

 Notes Report: List of all Notes

 Affiliated Report: List of Affiliated contacts

 Administrative Reports > Master List: Print a list of all the drop-downs in the program and what options

you’ve created underneath, so you can see them in one long list

 Duplicates Report: 6 different ways to audit your database for duplicates (use the Maintenance > Merge

Contact tool to combine duplicates)

Processing Menu

 Documents and Labels > Acknowledgement Letters: Printed Thank you letters (you create as mail merged

Word documents and then upload. Can have multiple letters)

 DataMiner batch Letters: Printed letters that you would use repeatedly such as Membership Renewals,

Pledge Reminders, Volunteer Thank You’s, etc.

 Upload/Download/Delete: Manage your uploaded documents here

 Labels / Text Letters: Create mailing labels based off of an Acknowledgement batch or DataMiner Platinum

report. Create simple TEXT letters (cannot upload an image – logo/picture/signature) for Acknowledgements

or DataMiner batches.

 Email PDF Acknowledgement: Use your uploaded Word Documents as email Thank yous. Create the text of

the email, DonorSnap will turn the Word documents in to PDF attachments. Sent over DonorSnap’s email.

 Organization Contact Email: Notification email for Organization Contacts (Board Members) when their

contacts make a payment

 Contribution Statement Email: Email end of year tax statements en masse

 Mass Email Campaign: Create mass emails for Newsletters, Event Announcements, etc. Sent over

DonorSnap’s email

DonorSnap Glossary, October 2019

 Interaction Mass Update: Once you perform a communication on a DataMiner Platinum batch, record an

Interaction that the communication was performed (so you don’t have to add it manually for each contact)

 Constant Contact: Send DataMiner Platinum email lists to your Constant Contact email (integrate under

Maintenance > Site Setup > Integrations > Constant Contact)

 QuickBooks: Push payments entered in to DonorSnap directly to your QuickBooks online or desktop (integrate

under Maintenance > Site Setup > Integrations > QuickBooks)

 Automated Task Manager: Create automated emails, such as Happy Birthdays, a Welcome Series for new

contacts, Lapsed donor emails.

 Text Messaging: Send and receive TEXTS directly through DonorSnap (using Twilio)

Online Forms

 Responsive Forms: Build Forms for your website

o Donation Forms: Forms that fill out the Donation tab, aka Any financial form: Donate Now, Pay your

Membership Dues, buy an Event Ticket, etc., anything that charges a credit card or ACH payment

(we use goEmerchant for this service)

o Contact Forms; Forms that fill out the Contact tab: Volunteer Registration, Sign up for the

Newsletter, Contact Us, etc.

o Volunteer Hours: Logs volunteer hours for the day (or a future event) completing the Volunteer Tab

o Pledge Form: Submits a pledge that they will pay down the road, but does not charge their card

o Interaction Form: Forms that fill out the Interaction tab: Events that they are Free, Surveys,

Evaluations, etc.

o Interaction + Payment Forms: Submits both a Donation (payment) and an Interaction: class or event

registration that you want to track on both the Donation side and the Interaction side

 goEmerchant Donations report: Pulls credit card transactions processed by goEmerchant through your

online forms or their external card readers

 Registered Users: Lists those that have filled out your online form, completing a “Registration” (setting up

an email/password relationship with the form). Here you can modify the contact in your database that is

linked to their Registration

 Payment Amount / Drop-down Link: Assign values to drop-downs you have created for Online Forms (For

example, when they click # of Tickets = 2, assign the value of $100 for 2 tickets so it is automatically entered

into the Amount field).

Maintenance

 User Setup: Create username and passwords for Users to have access to your DonorSnap site

o Rights: Customize the rights within the database and features of the program, per user

o Screen Layouts: Customize the individual screens and grids per user

 Site Setup:

o Site Information: Customize your address fields

DonorSnap Glossary, October 2019

o Additional Site Options: Change your system date, Excel Export functions, and other system settings

o Field & Screen Customization

 DonorSnap Site Lookups: Customize BLACK drop-downs (Appeal, Campaign, Attributes)

 User Defined Setup: Add new fields and customize BLUE fields

 Screen Layouts: Customize the default screen layouts & grid settings for all users

 Affiliation Setup: Create relationships between your contacts (for the Affiliated tab)

o Email Settings: Customize the defaults for system emails: Pledge reminders, Tickler Reminders,

Organization Contact emails, and PDF Acknowledgements

o Integrations

 Payment Processing: integration with gEmerchant for online payments

 QuickBooks: integration with QB Online or Desktop

 Constant Contact: integration with your CC email program, to send DataMinerPlatinum

reports directly to CC

 DonorSearch: integration with DonorSearch profiles

 Billing: Create login information to access your Billing statements with DonorSnap

 Merge Contact: Merge two contact records together

 Excel Import/Update: Import Excel spreadsheets of NEW data, or updated information

 Schedule Reports Emails: Track emails of reports that have been sent through DonorSnap

 Email Tracking: Track Email Acknowledgements, Mass Emails, etc. that have been sent through DonorSnap

User (top right of the program)

o Site Feedback / Report Problems: Direct email to our support team

o User Settings: Customize rights for the user logged in

 Grid Settings (overrides what is created under the Site Setup)

 Additional Site Options: Preferred version of Excel to export to

 Password Email change for user login

 Search Field Settings: Choose what fields are included in the QuickSearch app of the

Dashboard and the blue Search button under Community > Contacts

o Privacy Policy: A PDF of DonorSnap’s privacy guidelines

o Change Theme: Change the theme (colors) of the different tabs in your database

o LogOut of DonorSnap