Welcome to Panorama Donor Management! We have developed a free course to help you get acquainted with all of the tools and resources available to you with Donor Management. This training course is great for first-time Panorama users, new employees, volunteers, or for an experienced user learning a new feature.
This course will provide you with an understanding of how you will use each of the primary functions in Donor Management, including:
- Managing constituents and their records
- Adding donations and pledges
- Creating a volunteer portal and managing volunteer opportunities
- Tracking and sharing your data through SmartLists
- Creating mailings, including receipts
- Additional tools and setup options
This is a comprehensive overview of the features of Donor Management. Based on how you will use the donor management system, you may need to focus on learning some or all of these features. You may visit each lesson in order or skip around as needed to best meet your learning needs.
| Course | Course Name |
| 1 | Donor Management Homepage |
| 2 | Constituents |
| 3 | Gifts |
| 4 | Volunteering |
| 5 | Smartlists |
| 6 | Mailings |
| 7 | Tools |
| 8 | Top 5 Setup Features |
| 9 | Import Tool User Guide |
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