Everything here is behind a sign-in. Nothing is public.
Campaign Builder
Build call and mailing lists. Filter by giving year, occasion, category, segment and value, see each donor's history year by year, and leave notes the whole team can read.
Open →Overviewadmin
How the organisation is doing. Pick an occasion, a category or a set of years and see the money, the number of donations and the number of donors, with the change on the year before.
Open →Contact Cleanupadmin
Work through accounts that look like the same person and decide what to merge. Shows giving side by side, which is usually what settles it.
Open →Account Cleanupadminnewer
The rebuilt version, on the corrected contact list. Decide each account against a chosen main record: merge it, credit a company or foundation to it, or keep it separate as a spouse or family. Several groups can sit on one card.
Open →