GivingData Knowledge Base

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GivingData Knowledge Base

Contact Relationship Management

Contact Relationship Management

Learn how to manage contacts, use GivingData's email functionality and create and manage interactions

GivingData's Email Types and Senders

Managing Contacts

Adding a New Contact

Creating Contact Roles

What is a Primary Contact?

Deduping and Merging Contacts

Deactivating Contacts at an Organization or Request Record and Reassigning a Primary Contact

Importing Data for Existing Contacts from Intake Forms

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Interactions

How to Set Interaction Types

How to Set Default Interaction Locations

How to Add an Interaction

Email

Outlook Add-In User Guide

Google Gmail Add-on Installation

Sending an Email from GivingData

Adding Attachments to Emails

Creating Batch Email Templates

Sending Batch Emails

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