Partner Academy - Upcoming Webinars
Partner Academy gives you access to free training at a time that works with your schedule. Use the links below to sign up!
- Silent Partner DMS I - The Basics
How to enter new donors and donations
How to find donors and donations
How to receipt donations and correct simple donation entry mistakes
- Silent Partner DMS II - Cloud for Fundraisers
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
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 ...
Partner Academy - Silent Partner DMS
Silent Partner DMS series 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 Silent Partner DMS II - ...
Silent Partner Cloud - Calendar & Reminders
To access your Calendar, please click on the Calendar tab Click on Add a Task Here is the edit task menu where you would add your reminder or event with the date, if it is an all day event,and a reminder. Please click Save when done. Your Event or ...
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 ...
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'. ...
Join the Partner Academy!
Our Partner Academy means that anyone can learn what they need to know, any time. Free! When you sign up for a Partner Academy session, you get:
- 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.