CRM Getting Started Guide for New Staff/Users (Version 2+)
Turn Off Content Blocking and Pop Up Blockers in Your Browser Settings
We use Intercom 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, 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.
To make sure you can see pop up boxes, including dialog boxes when running reports, exporting reports/data to Excel, and exporting communications to Word or PDF, be sure to turn off pop up blockers in your web browser.
Get to know CRM and all it has to offer with this overview of system navigation and working with contact records.
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
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 firstname.lastname@example.org) 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 email@example.com to inquire.
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).
Customize the Layout of Your Screens
Within the CRM each user can configure the layout of the Basic Dashboard, individual contact records, organizational contact records, and household view to turn off widgets/portions of the screen they don't want/that aren't relevant and drag and drop the order of the remaining widgets to put information they use closer to the top of the screen or nearer to each other. Look for the Blue color Gear icon on the left hand side and selected/deselect various types of widgets to access that record type's configuration settings.
You also have the ability to set your default landing page (the first screen that appears when you first log in) from the Account Menu and to customize your CRM color scheme.
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.
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.
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.
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.
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.
We have weekly live webinars on rotating topics to help you get the most out of your system. The fastest way to become familiar with all of the CRM's functionality is to our attend our live webinars. Check out the schedule of upcoming webinars at fundlyevent.com.