Donor graphs and statistics

Written by MaryEllen Elliott
Updated over a week ago

Quick Find - Donors

How to find and view a Donor record.

Written by MaryEllen Elliott
Updated over a week ago

Activity Stream - Donor

Written by MaryEllen Elliott
Updated over a week ago

Add a Donor Record

How to add a Donor record to you Donor list.

Written by MaryEllen Elliott
Updated over a week ago

Edit a Donor Record

How to update information on existing Donor records.

Written by MaryEllen Elliott
Updated over a week ago

Delete a Donor

Steps to permanently delete a Donor record.

Written by MaryEllen Elliott
Updated over a week ago

Add Correspondence - Donor

Recording Correspondence (phone calls, emails, etc.) you have had with a Donor.

Written by MaryEllen Elliott
Updated over a week ago

Add Donor Relationship

How to set up a Relationship between 2 Donor records.

Written by MaryEllen Elliott
Updated over a week ago

Add a Contribution

Add a Contribution to a Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Add a Contribution - via Activity Stream

Written by MaryEllen Elliott
Updated over a week ago

Add a Contribution - via Contributions list

Written by MaryEllen Elliott
Updated over a week ago

Add a Contribution - via Quick Find

Written by MaryEllen Elliott
Updated over a week ago

Add an Honor/Memorial Contribution

Adding Honor of or Memorial Contributions to a Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Add an In-Kind Contribution

Adding In-Kind Contributions to a Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Edit a Contribution

Edit an existing Contribution in a Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Add a Pledge

3 ways to add a Pledge to a Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Edit a Pledge

Edit an existing Donor's Pledge.

Written by MaryEllen Elliott
Updated over a week ago

Make a Pledge payment

4 ways to enter Pledge payments.

Written by MaryEllen Elliott
Updated over a week ago

Donor List

Contains a complete list of Donor records.

Written by MaryEllen Elliott
Updated over a week ago

Donor List - Mailing Labels

How to create Mailing Labels from the Donor List.

Written by MaryEllen Elliott
Updated over a week ago

Contributions

Complete list of Donor Contributions.

Written by MaryEllen Elliott
Updated over a week ago

Advance Search - Donors

Search for a list of Donors based on multiple search criteria.

Written by MaryEllen Elliott
Updated over a week ago

Pledges

Complete list of Donor Pledges.

Written by MaryEllen Elliott
Updated over a week ago

Sources and Funds: Overview

What are Sources and Funds and how are they used?

Written by Mike Frederick
Updated over a week ago

Funds

A list of how the Donor's Contribution will be used in your organization.

Written by MaryEllen Elliott
Updated over a week ago

Sources - Donors

A list of what generated the Donor's Contribution.

Written by MaryEllen Elliott
Updated over a week ago

Grants

Track information used for Grants.

Written by MaryEllen Elliott
Updated over a week ago

Send Letters

Create letters to send to Donors with Word's Mail Merge feature.

Written by MaryEllen Elliott
Updated over a week ago

Contribution Batch Entry

How to enter Donor Contributions in a group (batch).

Written by MaryEllen Elliott
Updated over a week ago

Pledge Batch Entry

How to add Donor Pledges in a group (batch).

Written by MaryEllen Elliott
Updated over a week ago

Record Merge - Donors

Merge duplicate Donor records.

Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Extract - Set Up

Downloading the QuickBooks Extract Utility

Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Extract - Create Extract

How to create an an extract to import to QuickBooks.

Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Extract - Existing Extracts

How do I re-extract a batch?

Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Import Tips

Information on extracting Donor data from CoolFocus to import to QuickBooks.

Written by MaryEllen Elliott
Updated over a week ago

Year End Giving Statements

Preparing Year End Giving Statements to send to your Donors.

Written by MaryEllen Elliott
Updated over a week ago

Printing Giving Statements with logo

Written by MaryEllen Elliott
Updated over a week ago

How do I take someone off the "Contributions Send Email Receipts" list?

Written by MaryEllen Elliott
Updated over a week ago

Emailing Donor Receipts

Written by MaryEllen Elliott
Updated over a week ago

Emailing Giving Statements - from Donor list

How to email a Giving Statement from the Donor list.

Written by MaryEllen Elliott
Updated over a week ago

Emailing Giving Statements - from Donor's record

How to email a Giving Statement from the Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Ministry Sync Import

How to Import your Event from Ministry Sync.

Written by MaryEllen Elliott
Updated over a week ago

Star Financial - Give Savvy contact information

How to contact Star Financial about the Give Savvy product for online giving.

Written by MaryEllen Elliott
Updated over a week ago

eGiving.com - online giving

Instructions on how CoolFocus and eGiving (or any Ministry Brands product) integrate.

Written by MaryEllen Elliott
Updated over a week ago

eGiving.com - Fund Mapping

How to map your funds from eGiving.com (or any Ministry Brands product) to CoolFocus

Written by MaryEllen Elliott
Updated over a week ago

eGiving.com - why is it creating duplicate Donor records with fake email addresses?

Written by MaryEllen Elliott
Updated over a week ago

Give Savvy - online giving

Instructions on how CoolFocus and Give Savvy integrate.

Written by MaryEllen Elliott
Updated over a week ago

Give Savvy - Sources list

How to get my CoolFocus Sources to display in Give Savvy.

Written by MaryEllen Elliott
Updated over a week ago

How can I see a list of Contributions imported from eGiving.com?

(or any Ministry Brands product)

Written by MaryEllen Elliott
Updated over a week ago

How can I see a list of Contributions imported from Give Savvy?

Written by MaryEllen Elliott
Updated over a week ago

How can I tell if I am on the updated eGiving.com platform?

(or any Ministry Brands product)

Written by MaryEllen Elliott
Updated over a week ago

How can I add a Correspondence to a group of Donors records?

Create Correspondence after an Advance Search

Written by MaryEllen Elliott
Updated over a week ago

How can I create a list of "Monthly Donors"?

Written by MaryEllen Elliott
Updated over a week ago

How can I get a list of Donors that have email addresses?

Written by MaryEllen Elliott
Updated over a week ago

How can I get a list of Donors that do NOT have email addresses?

Written by MaryEllen Elliott
Updated over a week ago

How do I get my Mailing Labels to print correctly?

What to do when the alignment is off when printing Mailing Labels.

Written by MaryEllen Elliott
Updated over a week ago

How do I change the Credit Account assigned to a Fund?

Written by MaryEllen Elliott
Updated over a week ago

How do I change the Fund a contribution is assigned to?

Written by MaryEllen Elliott
Updated over a week ago

How do I delete a contribution?

Written by MaryEllen Elliott
Updated over a week ago

How do I enter Baby Bottle contributions?

Written by MaryEllen Elliott
Updated over a week ago

How do I enter contributions from organizations like United Way?

Using the Sponsored Person field to soft credit a Donor for an organizations contribution.

Written by MaryEllen Elliott
Updated over a week ago

How do I find a Donor that doesn't show up in QuickFind?

Written by MaryEllen Elliott
Updated over a week ago

How do I get a list of Donor records labeled "Do Not Solicit"?

Creating a list of Donor records that have the "No Solicitation" box checked.

Written by MaryEllen Elliott
Updated over a week ago

How do I get a list of Donors who gave to a certain Source?

Written by MaryEllen Elliott
Updated over a week ago

How do I record fees on contributions received on-line?

Describes how to enter the fees associated with contributions from on-line companies such as eGiving or Star Financial.

Written by MaryEllen Elliott
Updated over a week ago

How do I refund a contribution?

Written by MaryEllen Elliott
Updated over a week ago

How do I take a name off the "mailing list"?

Using the "No Solicitation" box on the Donor's record.

Written by MaryEllen Elliott
Updated over a week ago

Why does a contribution not show up in receipts?

Written by Jonathan Marbutt
Updated over a week ago

NCOA/CASS Information

Written by MaryEllen Elliott
Updated over a week ago

Accrual Errors When Importing to QuickBooks

Written by MaryEllen Elliott
Updated over a week ago

How do I change the Fund and Source after importing to QuickBooks?

Written by MaryEllen Elliott
Updated over a week ago

How do I reset the CoolFocus - QuickBooks Import Tool?

When I try to import to QuickBooks, I get a message "Access to database not allowed" message.

Written by MaryEllen Elliott
Updated over a week ago

I added a Contribution to the wrong Donor in CoolFocus, then imported to QuickBooks. What do I do?

Written by MaryEllen Elliott
Updated over a week ago

I get a "Run Time error '75' Path/File access error" message when using the CoolFocus Import Tool

Written by MaryEllen Elliott
Updated over a week ago

I recently upgraded to QuickBooks 2016 or 2017 and get an error message when using the CoolFocus Import Tool

Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Import Errors

Written by MaryEllen Elliott
Updated over a week ago

QuickBooks Import Error Messages

Written by MaryEllen Elliott
Updated over a week ago

What if I run a QuickBooks Import from CoolFocus and the Customer is already in QuickBooks under a different name/format?

Written by MaryEllen Elliott
Updated over a week ago

What if we want to swap from Cash basis to Accrual basis in CoolFocus?

Written by MaryEllen Elliott
Updated over a week ago

What is the different between Original Total/Count and Current Total/Count on QB extracts?

Written by MaryEllen Elliott
Updated over a week ago