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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?
Can I group by a certain column?
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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?
Merging Constituent Records
Can I merge two constituent records together?
What information can I transfer between two constituent records?
How to manage individual spouses
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
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
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
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
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?