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...

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...

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...

The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information f...

Duplicate records can be created when a constituent is added through a donation, membership, survey, or event page, or when creating a portal account and th...