Glossary

Source Code

Also known as Contact Source, Payment Source, Donation Source, Sales Campaign, Sales Funnel

Source Codes in HS are used as a marketing tool, to define the origin (sales/marketing campaign or funnel) of both Contacts and Payments/Donations. They are created and maintained in the HS Sources module. See the HS User Guide for more information.

CRM

Customer Relationship Management, a common computer software application system

DRM

Donor Relationship Management, the same as a CRM but for nonprofits