Main Page
Monday, July 08, 2024
Welcome to the DDI User Documentation Site
This site contains user guides, answers to frequently asked questions, and helpful tips on how to get the best results from your DDI-Connect system. We are continually adding and modifying content, and we welcome any feedback you have on how we can make this site even more useful to you. If you are seeking a particular document and do not find it, please feel free to contact:
DDI Client Support
Phone: (317) 713-2480
Email: support@ddi.org
Getting Started
Below, you'll see the various categories of documents within this site. You can also opt to perform a search by using the Search field above. If, for example, you are wanting to know how to set up a new loan, you would either click the CEF category below and then select loans, or type Loan or Add Loan in the search field to see all documents related to adding a new loan. If you are looking for documentation about a specific report, you can search either by report name or report number (such as 665). The same applies for specific screens - you can search key words or you can type the screen number that appears in the lower left corner of your DDI Connect screen.
| CRM (Name/Address) | CEF (Investments & Loans) |
| Connect FR (FundRaising) | GL/Financials (General Ledger) |
| Extract Module | Online CEF |
| Mail Merge | System Administration |
| Other | Periodic Job Processing |
