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!
Using PayPal with Silent Partner - Downloading Transactions
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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- High quality training on demand - sessions are available every day, so you can access training that fits into your schedule.
- Training sessions that are easy to follow - helpful tips throughout each session, and access to training moderators ensure your questions get answered.
- A certificate of completion - you can request a certificate of completion for every session you attend.