TormanoHome › Help Center
Help CenterHow can we help?
107 articles across 13 topics — from first login to QuickBooks sync, automations, and reporting.
No articles match. Try a shorter word, or email support@tormano.com — a human reads it.
Getting Started
8 articlesWelcome, navigation, and first-day setup.
Welcome to Tormano
A 2-minute tour of what Tormano does and where to start.
2 min readNavigating the app
Top nav, side nav, and how the layout adapts to your work.
3 min readThe command bar (Cmd+K)
Keyboard-first navigation that finds any page or record in seconds.
2 min readKeyboard shortcuts
The shortcuts that pay back the most every day.
2 min readQuick Create (the + button)
Create new records without leaving the page you are on.
1 min readYour first day in Tormano
A 30-minute setup checklist that gets you to actual value.
4 min readSwitching between B2B and Nonprofit accounts
How to use both editions if your organization has both.
2 min readUsing Tormano on mobile
Responsive web on phones, plus offline mode.
2 min readContacts
10 articlesManage people: import, custom fields, tags, deduplication.
Creating a contact
Manual contact creation, required fields, and what happens after save.
2 min readImporting contacts from CSV
Upload, map columns, validate, run, and review the import log.
4 min readAdding custom fields to contacts
Create fields specific to your organization without touching code.
3 min readTags and smart tags
Lightweight labels, plus auto-applied rules-based tags.
2 min readMerging and deduplicating contacts
Find duplicates, review side-by-side, and choose which record survives.
3 min readLifecycle stages
Track where every contact is in your customer or donor journey.
2 min readSaved views and filters
Reusable filter+sort+column layouts you can share with the team.
2 min readBulk actions on contacts
Tag, delete, or push many contacts to QuickBooks at once.
2 min readLinking contacts to each other
Spouse, manager, colleague, household — track real-world connections.
2 min readDeleting and recovering contacts
How soft delete works and how to recover a deleted contact.
2 min readCompanies & Organizations
5 articlesGroup records, link contacts, and track relationships.
Creating a company or organization
Add a company record and link contacts to it.
2 min readLinking contacts to a company
Inline-add new contacts or attach existing ones.
2 min readParent and child companies
Model holding companies, subsidiaries, and chapter networks.
2 min readCustom fields on companies
Track org-specific data that does not fit the default fields.
2 min readMerging duplicate companies
Combine two records with a search-and-confirm merge flow.
2 min readDeals & Pipeline
7 articlesKanban board, forecasting, win/loss tracking.
Creating a deal
Quick-add on the kanban or full create form.
2 min readConfiguring pipeline stages
Build the stages that match how you actually sell.
3 min readThe kanban board
Visual pipeline with drag-drop, color modes, and quick-add.
3 min readColor modes — value vs age
Spot high-value deals or stale opportunities at a glance.
2 min readForecasting (weighted, scenarios, AI)
Three forecasting methods, each answering a different question.
4 min readBulk actions on deals
Reassign owner, change stage, or delete many deals at once.
2 min readWin/loss tracking and reasons
Capture why deals are won or lost so you can learn from patterns.
2 min readDonations & Fundraising
8 articlesRecord gifts, recurring donors, tax receipts, P2P.
Recording a donation
Single donations: amount, date, fund, payment method, attribution.
3 min readRecurring (sustainer) donations
Set up monthly/quarterly/annual recurring gifts with auto-charge.
3 min readSetting up Stripe for online donations
Connect Stripe Connect so donations land in your bank account.
3 min readTax receipts and giving statements
Customize the donation receipt email and issue year-end giving statements.
3 min readImporting donations from another platform
CSV/Excel import with platform-specific mapping templates.
3 min readFunds and restricted giving
Track restricted vs unrestricted gifts and report on fund balances.
2 min readPeer-to-peer (P2P) fundraising
Supporters create their own pages tied to a master campaign.
2 min readThe donor portal
Public-facing portal for donors to view gifts and manage recurring giving.
2 min readGrant Management
5 articlesTrack applications, AI proposal writing, reporting.
Tracking a grant from prospect to award
Grant lifecycle, stages, deadlines, and milestones.
3 min readDeadline tracking and reminders
Never miss a submission or report deadline.
2 min readAI grant writing
Generate proposal narratives from your real CRM data.
3 min readGetting your proposal out of Tormano
Copy the narrative or export the proposal as a PDF.
2 min readGrant reporting and renewal tracking
Track interim and final reports, then loop into the next cycle.
2 min readVolunteers
4 articlesDatabase, shifts, hours, and check-in flows.
Building a volunteer database
Track skills, availability, background checks, and emergency contacts.
2 min readCreating volunteer shifts
Date, time, location, and capacity — then assign volunteers.
3 min readLogging and approving volunteer hours
Staff log hours, then approve or reject them from a pending queue.
2 min readPer-shift admin notification routing
Route each shift's signup alerts to just the right coordinators.
2 min readEvents
4 articlesRegistration, ticketing, capacity, and check-in.
Creating an event
Galas, walks, classes — set up the event record.
2 min readRegistrations
Register attendees, record what they paid, and email the list.
3 min readCheck-in at the event
Mark attendees as arrived from the Registrations tab.
2 min readEvent attendance and revenue stats
Registered, checked in, attendance rate, and revenue per event.
2 min readEmail & Communications
8 articlesCampaigns, templates, sequences, and inbox sync.
Building email templates
Reusable templates with merge fields and preview.
3 min readMerge fields and personalization
Insert dynamic data per recipient with dotted variable syntax.
2 min readSending an email campaign
Pick audience, schedule, send, watch results.
3 min readEmail sequences (drip campaigns)
Multi-step automated emails with per-step delays.
3 min readTracking opens, clicks, and unsubscribes
How tracking works and what the metrics mean.
2 min readEmail deliverability basics
DKIM, SPF, sending reputation, what to do if you land in spam.
3 min readConnecting your real inbox (Gmail/Outlook)
Two-way sync so replies land in your real inbox.
3 min readSMS campaigns and templates
Text message marketing through Twilio with opt-out compliance.
2 min readReports & Analytics
6 articlesDashboards, KPIs, custom reports, and exports.
Reports overview
Pre-built reports vs custom reports vs dashboards.
2 min readBuilding a custom report
Filters, grouping, aggregations, custom field support.
3 min readCustomizable dashboards
Build your own dashboard with widgets and tabs.
3 min readExporting reports to CSV or Excel
Run a report, export to CSV/Excel/PDF for external sharing.
2 min readFinancial reports (with QuickBooks)
Profit & loss, receivables, and donor retention metrics.
2 min readScheduled report emails
Auto-email a saved report to recipients on a schedule.
2 min readAutomations & Workflows
6 articlesTriggers, conditions, actions, templates.
Automations overview
Workflows that fire automatically on triggers.
2 min readTrigger types
Record events and schedules that fire workflows.
3 min readConditions
Filter when a workflow (or an individual action) runs.
2 min readAction types
Email, task, field update, sequence enroll, webhook, SMS, QuickBooks.
3 min readWorkflow templates
13 ready-to-use templates that solve common patterns.
3 min readTesting and troubleshooting workflows
Dry-run preview, run logs, and what to do when a workflow misfires.
2 min readIntegrations & API
28 articlesQuickBooks, Stripe, Mailchimp, SendGrid, Twilio, webhooks, REST API.
Connecting Mailchimp
One-click OAuth (or API key), pick an audience, sync contacts, and keep unsubscribes in sync.
3 min readCapturing Jotform, Typeform & Google Forms submissions
Connect your form tools so every submission becomes a Tormano contact with a timeline note. Free on all three.
3 min readConnecting Eventbrite
Turn Eventbrite registrations into contacts, events, and registrations automatically.
2 min readConnecting Xero
Two-way accounting sync: push contacts, donations, deals and grants; pull contacts and invoice payments.
3 min readConnecting Zapier
Automate Tormano with thousands of apps using triggers and actions through Zapier.
2 min readMicrosoft Teams notifications
Post CRM event notifications to a Microsoft Teams channel using a Workflows webhook.
2 min readConnecting WooCommerce
Turn every WooCommerce order and customer into a Tormano contact with purchase history.
3 min readConnecting Shopify
Turn every Shopify order and customer into a Tormano contact with purchase history.
3 min readText-to-Give (SMS keyword giving)
Let donors give by texting a keyword to your Tormano number and getting an instant giving link back.
2 min readConnecting Google Drive
Save files from any record straight to a Tormano folder in your Google Drive.
2 min readConnecting OneDrive
Save files from any record straight to a Tormano app folder in your Microsoft OneDrive.
2 min readConnecting Calendly
Turn every Calendly booking into a Tormano contact and a meeting on their timeline.
2 min readTwo-way Google Sheets sync
Keep a Google Sheet and your contacts in sync both ways with a short pasted script.
3 min readConstant Contact email sync
Two-way sync with Constant Contact: push contacts, pull unsubscribes, and see opens and clicks.
3 min readFederal spending on account records
See any company or agency’s federal contract and grant history, right on the account.
3 min readCompany news and signals on contacts and accounts
Recent headlines about a contact’s company — funding, leadership, growth — surfaced automatically.
3 min readFunding Research: foundations, grants, and federal awards
Research funders and find funding using free federal data, built into Tormano.
4 min readConnecting QuickBooks
Two-way sync configured across 70+ settings tabs, OAuth, sync options, troubleshooting.
4 min readStripe (payments and donations)
Stripe Connect for online payments and donations, set up at Settings > Payments.
3 min readEmail delivery (SendGrid)
How Tormano sends email, plus DKIM/SPF/DMARC guidance for your domain.
3 min readTwilio (SMS and voice)
How SMS and calling are powered, where to send SMS, and opt-out handling.
3 min readGoogle Workspace (Gmail + Calendar + Sign-in)
OAuth-connected Google for sign-in, email, and calendar.
3 min readMicrosoft 365 (Outlook + Calendar + Sign-in)
OAuth-connected Microsoft for sign-in, email, and calendar.
2 min readSlack notifications
Send event-based CRM notifications to your Slack channels.
2 min readZoom video meetings
Connect your own Zoom account to create and manage Zoom meetings from Tormano.
3 min readWebhooks
Send real-time Tormano events to any external system.
3 min readREST API and API keys
Programmatic access to your Tormano data.
3 min readOther mail providers (IMAP / SMTP)
What to do if your email is not Gmail or Outlook.
2 min readSettings & Administration
8 articlesTeam, security, billing, custom fields, white-label.
Organization profile
EIN, donation page URL, and your organization logo.
2 min readTeam members and roles
Invite users, assign roles, manage permissions.
3 min readSecurity settings (2FA, audit logs, SSO, data retention)
Two-factor auth, audit logs, SAML single sign-on, and data retention.
2 min readBilling and subscription
Plan, seats, trial, managing billing, and cancellation.
3 min readCustom fields management
Create, reorder, edit, archive custom fields across all entities.
2 min readField-level permissions
Hide or lock specific fields per role.
2 min readData compliance (GDPR, CCPA)
Data exports, deletion requests, and account deletion.
3 min readWhite-label branding
Add your logo to customer-facing pages and set a support email.
2 min read