11 articles
Filtering 101Use filters to find exactly the records you want.
Best Practices for Managing Contact Records in Donor Management
Best Practices - Managing Relationships Between Contact Records
Migrating Existing Recurring Donors to Your Bonterra Giving Pages
Adding a Contact Record
Finding and Managing Duplicate Contact Records
Creating a Group of Contacts
Households - FAQ
Glossary of Filter Terms
Understanding and Calculating "Donor Retention Rate"Your donor retention rate is one good indicator of the health of your organization. But what is it, really? And what should I do with it?
Using Groups vs. Using Filters