Silent Partner DMS & DMS Cloud Basics

Silent Partner DMS & DMS Cloud Basics

Learn how to use Silent Partner DMS Desktop by following these easy to follow, 30-minute sessions. You'll learn all the basics you need to get up and running quickly!
Silent Partner DMS I - The Basics
Hosted by  Penny Rolinski
About this webinar Learn how to use Silent Partner DMS Desktop in under 30 minutes! In this Basics webinar, you'll learn how to navigate in Silent Partner DMS, how to find donors and donations, how to enter new donor and donations, and how to receipt gifts. What you'll learn In under 30 minutes, you'll learn: * How to enter new donors and donations * How to find donors and donations * How to receipt donations and correct simple donation entry mistakes Register today!
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Silent Partner DMS II - Cloud for Fundraisers
Hosted by  Penny Rolinski
About this webinar If you are new to using Silent Partner DMS Cloud, this is where to start. In this 30 minute session, you'll learn all the basics you need to get you up and running quickly. What you'll learn You'll learn: * How to find donors and donations to stay on top of your fundraising * How to use Silent Partner DMS Cloud to build relationships and track interactions * How to use Silent Partner DMS Cloud's communication tools to stay in touch with supporters
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      Downloading PayPal Donations and Transferring Funds See Previous Topic:  Using PayPal with Silent Partner - Setup With this module you are able to easily download your PayPal donation records into Silent Partner in a few short steps. Open up the ...
    • Filter and Query in Silent Partner Cloud April 30, 2021- Virtual Instructor-led Training

      This is a video of our Silent Partner virtual instructor-led training, hosted on Friday, April 30, 2021. This virtual training session covers: Filter features to find donors in Silent Partner Cloud Filtering reports in Silent Partner Cloud How to ...
    • Creating a Cloud User

      You need Administrator privileges to set up Cloud users.  Once logged onto the Cloud, go to Admin Settings > Cloud Users Set up the user profile to allow the user to log into Silent Partner Cloud To add a new user, click "Add DMS User." Managing ...
    • Automated reports - Donation Digest

      Silent Partner Cloud will automatically send users their Account Activity and Monthly Contribution reports. For this to be enabled the user must provide an email address to send to, and Donation Digest must be set up under "My Account." If Donation ...
    • Creating Labels on Silent Partner Cloud

      Just like Silent Partner Desktop, the Cloud allows for the easy creation of Labels by generating a merge file. Step 1 Access Silent Partner Cloud and choose CRM on the left-hand menu. Step 2 On the CRM page, choose 'Labels' under 'Quick Searches'. ...

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