Panorama Donor Management (GiftWorks Cloud) Release Notes
Navigating Your New Dashboard
Giftworks Desktop and Anywhere
Getting Started with Panorama Donor Management
Panorama Donor Management User Guides & Tutorials
- Panorama Premium Donor Management Training
- Panorama Premium Donor Management Dashboard
- How to Manage Constituents in Donor Management
- How to Manage Gifts in Donor Management
- How to Use Donor Managements Volunteering Portal
- How to Create a SmartList using Donor Management
Panorama Donor Management - Tools, Setup & Integrations
- Adjusting Gifts and Pledges (VIDEO)
- Posting Transactions to QuickBooks (VIDEO)
- Understanding Donor Management Donations, Accounts and Funds (VIDEO)
- Posting Transactions to QuickBooks Desktop
- QuickBooks Online Configuration (VIDEO)
- Constituent Maintenance: An Overview
Panorama Donor Management - Constituent Management
- Adding a Recurring Payment Profile (Video)
- Finding Duplicate Constituents
- Adding a Constituent
- Getting to Know the Constituent Profile
- The Constituent Profile: Details Tab
- The Constituent Profile: Relationships Tab
Panorama Donor Management - Gift Management
Panorama Donor Management - Smartlists
- Creating a Mailing List from a SmartList
- How to Create a Smartlist of Household Constituents (Video)
- How to create a report from a constituent's profile
- Create a Smartlist of Your Mailing Lists (Video)
- Creating Donation Smartlists with Time Parameters (Video)
- Create a Smartlist of Donors who Gave to a Specific Fund (Video)
Panorama Donor Management - Mailing, Emailing & Communication
- Create a Thank You Letter Mailing
- How to Create Donor Management Tax Receipts
- Create a Tax Receipt Mailing
- How to send a Thank You for a Donation (Video)
- Receipt History/Reissuing Receipts
- Using the CK Editor to Create Mailings (Video)