Diabetes Canada

D-Hub Training 7

• 01. Leveraging the Power of D-Hub
• 02. Shell, Search, Constituent Navigation
• 03. Personal info, Contact info, Preferences
• 04. Documentation and Interactions
• 05. Constituent Relationships

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Constituent Management 9

• How to add an Organization record in D-Hub
• Add or update individual relationship contact in D-Hub
• How to add a Household constituent record in D-Hub
• How to merge duplicate records in D-Hub
• How to add a constituent interaction in D-Hub

See all 9 articles

Revenue Management 16

• Video: Revenue Part I
• Video: Revenue Part II
• How to add a transaction
• How to link payment to opportunity in D-Hub
• How to add Pledge and invoice in D-Hub

See all 16 articles

Prospect Management 6

• Plan & Opportunity Nomenclature / Definitions
• Prospect Management Guide
• Prospect Clearance Flow Chart
• D-Hub Prospect clearance request Guide
• D-Hub Prospect Research Request Guide

See all 6 articles

Outlook Integration 4

• Add an unplanned step
• Add / update Planned Step:
• Add Interaction
• How to add D-Hub Outlook Add-In

Event Management 12

• How to add event registration to an Event
• D-Hub Event naming convention
• Event guide and data entry instructions in D-Hub
• Event Process: D-Hub event, appeal code, registration link, website and eBlast set up
• Event registration link on LO

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Volunteer Management 0

Membership Management 2

• How to enter CPOP membership in D-Hub
• Pharmacy Partner Info form

Request Forms 4

• Appeal Request Form
• TeamRaiser Event request form
• How to request for Event registration link?
• Sample event confirmation email content

Import Process Doc and Templates 13

• How to import ECHOage Indirect file in D-Hub
• How to import Donate a Car Indiret file in D-Hub
• How to import CanadaHelps Indirect file in CRM
• How to import Tribute.ca Indiret file in CRM
• How to import Benevity Indirect data file in D-Hub

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Tax receipt Guidelines 1

• Diabetes Canada - Tax receipt policy

Query, Export, and System Reports 2

• Video: Introduction to Query
• How to navigate to shared Power BI reports

Common Dictionary 1

• Common Dictionary