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CCRM
Charity CRM for the person who keeps in touch: who to ring, what you may say, who they introduced, and which events might suit them.
Click a row to open a donor.
| ID | Display name | Kind | Status |
|---|
Donor
How to call
What you can say
Save the donor first.
| Date | Caller | Method | Outcome |
|---|
Save the donor first.
| Role |
|---|
Interests come from their roles and events.
Save the donor first.
To correct a mistake, ask the admin.
| Method | Number or address |
|---|
Save the donor first.
Total 0
To correct a mistake, ask the admin.
| Date | Amount | Code | Notes | Non-qualifying | Exported | Thanked |
|---|
Save the donor first.
To correct a mistake, ask the admin.
| Help |
|---|
Save the donor first.
To take a format off, use Remove.
| Format | Copies |
|---|
Gift Aid
Qualifying UK person donations with a Gift Aid declaration. Organisations are excluded. Download the CSV and paste it into HMRC's Charities Online spreadsheet.
| Donation date | First name | Last name | House name or number | Postcode | Amount |
|---|
CRM Link
Who wants email copies and already has an email address. Do not contact is left off this list. No sending. Download the list for your mailing tool.
| First name | Last name | Copies |
|---|
Due for a call
People with a next-contact date. Overdue first. Do not contact and Not interested are left off this list. Click a row to open the Call tab.
| Name | Status | Next contact | When |
|---|
Gifts not yet thanked
Active gifts with the thank-you tick still clear. Marking thanked does not send anything.
| Donor | Date | Amount |
|---|
| Date | Name | Type |
|---|
Event
Invited and attended
Save this event first.
| Name | Invited | Attended |
|---|
Who might be interested
Exact type or the same interest family. Do not contact and Not interested are left off. Narrow further with availability and status. Preview and download only — nothing is sent. Each preview is written to the contact log.
| Name | Why | Channel |
|---|
Who could fill a role
Do not contact is left off.
| Name | Availability | Status |
|---|
Admin
Lookups change how the app runs. Hide a mistaken row here.
Hidden values stay on old records. To fix a spelling, add the right one and hide the wrong one.
Event type families
Names are edited with the Event types button. The family is set here, so a walk and a litter pick can share Outdoors.
| Event type | Family |
|---|
Callers
Only an Active caller can be chosen on a call. On break and Retired stay on old log rows. Hide keeps the name on those rows.
| Name | Person | Status | Authorised | Note | Hide |
|---|
How to call
Shown on every Call tab. Edit the steps and the charity name.
| Donor | Format | Copies | Hidden |
|---|
| Donor | Help | Hidden |
|---|
| Donor | Method | Value | Hidden |
|---|
| Donor | Date | Amount | Hidden |
|---|