Help Center
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Getting Started
Welcome, navigation, and first-day setup.
Welcome to Tormano
A 2-minute tour of what Tormano does and where to start.
Navigating the app
Top nav, side nav, and how the layout adapts to your work.
The command bar (Cmd+K)
Keyboard-first navigation that finds any page or record in seconds.
Keyboard shortcuts
The shortcuts that pay back the most every day.
Quick Create (the + button)
Create new records without leaving the page you are on.
Your first day in Tormano
A 30-minute setup checklist that gets you to actual value.
Switching between B2B and Nonprofit accounts
How to use both editions if your organization has both.
Using Tormano on mobile
Responsive web on phones, plus offline mode.
Contacts
Manage people: import, custom fields, tags, deduplication.
Creating a contact
Manual contact creation, required fields, and what happens after save.
Importing contacts from CSV
Upload, map columns, validate, run, and review the import log.
Adding custom fields to contacts
Create fields specific to your organization without touching code.
Tags and smart tags
Lightweight labels, plus auto-applied rules-based tags.
Merging and deduplicating contacts
Find duplicates, review side-by-side, and merge with field-level control.
Lifecycle stages
Track where every contact is in your customer or donor journey.
Saved views and filters
Reusable filter+sort+column layouts you can share with the team.
Bulk actions on contacts
Update, tag, delete, or export many contacts at once.
Linking contacts to each other
Spouse, manager, colleague, household — track real-world connections.
Restoring deleted contacts
Soft delete, 30-day window, and the recovery flow.
Companies & Organizations
Group records, link contacts, and track relationships.
Creating a company or organization
Add a company record and link contacts to it.
Linking contacts to a company
Inline-add new contacts or attach existing ones.
Parent and child companies
Model holding companies, subsidiaries, and chapter networks.
Custom fields on companies
Track org-specific data that does not fit the default fields.
Merging duplicate companies
Combine two records with field-level conflict resolution.
Deals & Pipeline
Kanban board, forecasting, win/loss tracking.
Creating a deal
Quick-add on the kanban or full create form.
Configuring pipeline stages
Build the stages that match how you actually sell.
The kanban board
Visual pipeline with drag-drop, color modes, and quick-add.
Color modes — value vs age
Spot high-value deals or stale opportunities at a glance.
Forecasting (weighted, scenarios, AI)
Three forecasting methods, each answering a different question.
Bulk actions on deals
Reassign owner, change stage, delete, or export many deals at once.
Win/loss tracking and reasons
Capture why deals are won or lost so you can learn from patterns.
Donations & Fundraising
Record gifts, recurring donors, tax receipts, P2P.
Recording a donation
Single donations: amount, date, fund, payment method, attribution.
Recurring (sustainer) donations
Set up monthly/quarterly/annual recurring gifts with auto-charge.
Setting up Stripe for online donations
Connect Stripe Connect, set fee handling, go live.
Tax receipts (IRS-compliant)
Auto-generated PDF receipts with 501(c)(3) language.
Importing donations from another platform
CSV import with platform-specific mapping templates.
Funds and restricted giving
Track restricted vs unrestricted gifts and report on fund balances.
Peer-to-peer (P2P) fundraising
Supporters create their own pages tied to a master campaign.
The donor portal
Public-facing portal for donors to manage gifts and download receipts.
Grant Management
Track applications, AI proposal writing, reporting.
Tracking a grant from prospect to award
Grant lifecycle, stages, deadlines, and milestones.
Deadline tracking and reminders
Never miss a submission or report deadline.
AI Grant Writing Assistant
Generate proposal narratives from your real CRM data.
Exporting a proposal
PDF, HTML, Markdown — submit-ready formats.
Grant reporting and renewal tracking
Track interim and final reports, then loop into the next cycle.
Volunteers
Database, shifts, hours, and check-in flows.
Building a volunteer database
Track skills, availability, certifications, and background checks.
Creating volunteer shifts
Date, time, location, capacity — open for sign-up.
Logging and reporting volunteer hours
Manual entry, shift check-in, and hour reports.
Per-program admin notification routing
Different volunteer coordinators get notified for different programs.
Events
Registration, ticketing, capacity, and check-in.
Creating an event
Galas, walks, classes — set up the event record.
Registration and ticketing
Multiple ticket types, pricing tiers, capacity per type.
Check-in at the event
Mobile-friendly attendee check-in with name search and badge printing.
Event analytics and post-event follow-up
Track registration revenue, no-show rate, and convert attendees.
Email & Communications
Campaigns, templates, sequences, and inbox sync.
Building email templates
Reusable templates with merge fields, preview, and versioning.
Merge fields and personalization
Insert dynamic data per recipient with simple variable syntax.
Sending an email campaign
Pick audience, schedule, send, watch results.
Email sequences (drip campaigns)
Multi-step automated emails with delays, conditions, and branching.
Tracking opens, clicks, and unsubscribes
How tracking works and what the metrics mean.
Email deliverability basics
DKIM, SPF, sending reputation, what to do if you land in spam.
Connecting your real inbox (Gmail/Outlook)
Two-way sync so replies land in your real inbox.
SMS campaigns and templates
Text message marketing through Twilio with opt-out compliance.
Reports & Analytics
Dashboards, KPIs, custom reports, and exports.
Reports overview
Pre-built reports vs custom reports vs dashboards.
Building a custom report
Filters, groupBy, aggregations, custom field support.
Customizable dashboards
Build your own dashboard with widgets and tabs.
Exporting reports to CSV or Excel
Run a report, export to CSV/XLSX/PDF for external sharing.
Financial reports (with QuickBooks)
Income statements, fund accounting, donor retention metrics.
Scheduled report emails
Auto-email a saved report to recipients on a schedule.
Automations & Workflows
Triggers, conditions, actions, templates.
Automations overview
Workflows that fire automatically on triggers.
Trigger types
Record events, schedules, and webhooks that fire workflows.
Conditions and branching
Filter when actions fire and split into branches.
Action types
Email, task, field update, sequence enroll, webhook out, Slack message.
Workflow templates
13 ready-to-use templates that solve common patterns.
Testing and troubleshooting workflows
Test mode, run logs, and what to do when a workflow misfires.
Integrations & API
QuickBooks, Stripe, SendGrid, Twilio, webhooks, REST API.
Connecting QuickBooks
Two-way sync across 72 modules, OAuth, sync schedule, troubleshooting.
Stripe (payments and donations)
Stripe Connect for online payments, Financial Connections for ACH.
SendGrid (email delivery)
Verified sender, DKIM/SPF setup, deliverability monitoring.
Twilio (SMS and voice)
A2P 10DLC registration, SMS sending, click-to-call.
Google Workspace (Gmail + Calendar + SSO)
OAuth-connected Google for sign-in, email, and calendar.
Microsoft 365 (Outlook + Calendar + SSO)
OAuth-connected Microsoft for sign-in, email, and calendar.
Slack notifications
Workflow actions can post to Slack channels.
Webhooks (incoming and outgoing)
Wire Tormano to any external system.
REST API and API keys
Programmatic access to your Tormano data.
Generic IMAP / SMTP
Connect any standard mail provider that is not Gmail or Outlook.
Settings & Administration
Team, security, billing, custom fields, white-label.
Organization profile
Name, address, EIN, time zone, currency, brand assets.
Team members and roles
Invite users, assign roles, manage permissions.
Security settings (MFA, SSO, sessions)
Enforce 2FA, configure single sign-on, manage active sessions.
Billing and subscription
Plan, seats, invoices, payment method, cancellation.
Custom fields management
Create, reorder, edit, archive custom fields across all entities.
Field-level permissions
Hide or lock specific fields per role.
Data compliance (GDPR, CCPA, retention)
Right-to-be-forgotten, data retention, soft-delete recovery, exports.
White-label and custom domain
Custom subdomain, custom email sender, brand colors throughout.