Constituents Grid

CRM Dashboard Category Filter
On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the...
Fri, Jul 19, 2024 at 3:17 PM
Direct Constituent Emails
Direct emails are a fast and easy way to get an email out to one or many Constituents, depending on your needs. To send out a single email, you can click on...
Fri, Jul 19, 2024 at 3:20 PM
What are the Primary 1, Primary 2, and Invoice Contacts on a Company Profile?
On a Company Profile page, near the bottom of the page you will find a list of all the company contacts. These constituents are linked to the company via an...
Fri, May 3, 2024 at 3:33 PM