CRM Getting Started Guide for New Staff/Users (Version 2+)

CRM Getting Started Guide for New Staff/Users (Version 2+)

1. Turn Off Content Blocking and Pop Up Blockers in Your Browser Settings

   NPE utilized pop up dialog boxes throughout the system, including running reports, exporting reports/data to Excel, and exporting communications to Word or PDF; additionally, we use Intercom, a third-party in-app messaging system, to provide real-time, in-system notifications about updates to the system, important announcements, service outages, and more (these will pop up in the lower right corner of the screen and/or can be viewed by clicking on the dialog icon in the upper right hand corner of the screen).

   

   To make sure you can get these important in-system notifications and pop up dialog boxes, please be sure to turn off content blocking in your web browser (google "disable content blocking" and your browser (safari, firefox, chrome, internet explorer or check this tutorial). Please Note: even with content blocking turned off, in-system notifications will not appear when you are using a private browsing window, so be sure to view the CRM in a non-private browsing window.

    

2. Watch Initial Training Video

   Get to know our CRM and all it has to offer with this overview of system navigation and working with contact records with this "Getting Started" webinar recording.

    

3. Customize the Layout of Your CRM Screens

   Within our CRM, each user can configure the layout of various parts of the system (Basic Dashboard, color scheme,  default landing page, main menu, and the layout of contact records) to their own needs. Before diving into using NPE, it is helpful to first customize its layout to  your needs. Pop over to our Getting Started Part II: Customizing NPE Layout short video tutorial to see how to customize NPE's layout for your specific needs.

   Then, check out the QuickStart Video to Customizing Contact Record Layout to finish customizing NPE to your needs (this is the same tutorial mentioned at the end of the Getting Started Part II video tutorial).

    

4. Become Familiar With the Support Library

   Our support library contains written tutorials, video tutorials, and recordings of our webinars. From inside the CRM, you can access the support library by clicking on the "?" icon in the upper right (to search the support library) or by clicking "support library" from the "support/account" drop down (drop down next to your user name in the upper right hand corner of your CRM screen).

   

   

   

   Please Note: your CRM screen may look different than those in our tutorials for a couple of reasons:

   • Your system administrator may have turned off some modules in your organization's system - therefore all related functionality will be hidden from your screen (including Main Menu),
   • Your system administrator may not have given you permission to view certain modules/functions within the system - therefore all related functionality will either be hidden from your screen (including being hidden on the Main Menu) or you will receive a "You Are Not Authorized" message when you attempt to access that functionality
   • Your organization may not have purchased some of the additional/paid add-on modules (such as Chapters, Meals, Direct Marketing, etc.) - therefore those items will not appear on your Main Menu
   • You have configured the layout of your Basic Dashboard, View Individual Contact, View Organizational Contact, and View Household screens using the "Configure Layout" option - therefore those screens may have information/widgets in a different order than in our screen shots
   • You may have minimized/collapsed the Main Menu - our screen shots show the Main Menu open/expanded

    

5. Learn How to Contact The Support Desk

   We provide unlimited support via email (send us a support ticket via the "?" icon in the upper right of your system or email support@fundly.com) and we also have a live daily drop-in help session (free of charge). If you can't find the answer in our support library, feel free to email us or stop by the live session for assistance (fundlyevent.com for details on how to attend the live drop in help session). Your organization may also have some hours of free custom training available. Email us at support@fundly.com to inquire.

   

    

6. Sign Up for E-Mail Updates

   Sign up to receive new release news and the list of upcoming live webinars at fundlyevent.com (newsletter sign up form at the bottom of the page).

   

    

7. Learn About Contact Records

   Contact records form the basis of everything in CRM. Become familiar with searching, adding, and viewing them through our support tutorials as well as working with households and adding addresses to records.

    

8. Learn About Communicating With Contacts

   The CRM comes with multiple communication tools to help you stay in touch with your contacts. Send e-newsletters, donation acknowledgement letters, printed letters, e-appeals, and more from directly within CRM.

    

9. Learn About Adding Donations

   Adding donations is simple and straightforward. However, there is a full range of functionality beyond simple donations - tracking donor prospects, donor relationship management, tracking pledges, grants, employer matching gifts, and more.

    

10. Learn About Working With Financial Transactions

    Check out the above webinar recording and then head to the Financials section of the support library for tutorials on working with Invoices (financial transactions) and using the Financials screen to see financial transactions across parts of the system and across contacts in real time. Also find information there on working with ledger balances.

     

11. Learn Data Entry Short Cuts

    Watch our webinar recording (or attend an upcoming live session) to learn all the tips and tricks for the most efficient way to enter data into the system. At the support desk, we're always happy to suggest faster, more efficient ways to accomplish tasks inside the system, so stop by a live drop-in forum or email us if you ever have a question about the fastest way to do something in the system.