Constituent Grid 16

• What is the Constituents tab?
• How do I find the Constituents page?
• How can I search for a specific constituent?
• Can I export constituent information?
• How can I delete a constituent?

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Adding Constituents 3

• How do I add new constituent?
• What is the difference between a contact and a company?
• What is the difference between the Full & Quick tabs on the profile?

Household Records 8

• Creating a Household Constituent Record
• Adding Household Members
• Editing Existing Household Relationships
• Removing a Household Relationship
• Household Record’s Tabs of Information

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Merging Constituent Records 3

• Can I merge two constituent records together?
• What information can I transfer between two constituent records?
• How to manage individual spouses

Constituent Profiles 32

• How do I edit a constituent’s profile?
• How do I add a new address?
• Can I edit or delete an address?
• What does default address mean?
• How do I add a new phone number?

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CRM – Interactions 15

• What is the Interactions grid?
• How do I add an interaction?
• How do I find the Interactions page?
• Can I search interactions?
• How do I see all of the interactions for just one constituent?

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CRM – Documents 14

• What is the Documents grid?
• How do I add a document?
• How do I find the Documents page?
• How do I see all of the documents for just one constituent?
• Can I export the documents?

View all 14

CRM – Relationships 13

• Where do I see relationships between constituents?
• How do I create a new relationship?
• What if the related constituent doesn’t exist yet?
• Do I have to create a relationship between an employee & employer?
• How do I go to the related constituent’s profile from the relationship screen?

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CRM - Payment Options 3

• How do I add or update constituent payment information?
• How do I add or update a recurring donation?
• How do I update the payment method on an existing pledge?

Automated Actions 3

• Internal Notification from Event Check In
• Send Internal Text Notification
• Automated Action Triggers

Mail Merge CRM Templates 1

• Sample Mail Merge CRM Template Letters