Training Webinar | Getting Started with the CanadaHelps DMS

This session is an overview of how the DMS functions and its most common features.
Experience: Beginner
Duration: 35 minutes
Pre-requisites: None
00:00- Introduction
00:28- What is the DMS and what does it do?
02:54- Who can use the DMS?
05:42- CanadaHelps.org vs. the DMS
DMS Walk-Through
07:38- Dashboard tab
Contacts
08:34- Contacts tab and Contact Profile
17:24- Adding a New Contact
19:42- Advanced Search for Contacts
Contributions
20:43- Contributions tab
22:54- CanadaHelps.org Donations in your DMS
23:48- Adding a New Contribution
25:49- Advanced Search for Contributions
DMS Walk-through (cont'd)
27:31- Campaigns tab
30:52- Opportunities tab
32:34- Reports tab
33:24- DMS Mail tab
33:55- DMS Settings