CRM Version 1.0

Getting Started

• Initial Configuration Guide (Version 1.0)
• Initial Training Video (Version 1.0)
• Donations vs Memberships (Version 1.0)
• Getting Started Guide (Version 1.0)
• Fundly CRM Overview (Version 1.0)

Tips & FAQs (NPE v1.0)

• When I export a report as a .csv file, why is the formatting sometimes strange?
• Save Your Searches to Save Time
• Will inactive Contacts appears in reports and searches?
• How do I run, save and export a report with Contacts?
• Where do I find program description?
• When adding a contact, I receive an error message that says the email I entered is already being used in the system..What do I do?

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Webinars

• Year End Acknowledgement and Reporting (Version 1.0)
• Volunteer (Version 1.0)
• Membership (Version 1.0)
• Custom Data Sets (Version 1.0)
• Advanced Editor and HTML (Version 1.0)
• Auctions (Version 1.0)

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Configuration (System)

• Configuration: Add-Edit Income Levels (Version 1.0)
• Configuration: Add/Edit Affiliation (Version 1.0)
• Configuration: Add/Edit Contact Source (Version 1.0)
• Configuration: Add/Edit Contact Type (Version 1.0)
• Configuration: Add/Edit Ethnicity (Version 1.0)
• Configuration: Add/Edit Newsletter Category (Version 1.0)

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Users & Settings

• Users and Settings: Configure Address Verification (Version 1.0)
• Users and Settings: Configure Organization Info (Version 1.0)
• Users and Settings: Add/Edit/Delete User (Version 1.0)
• Users and Settings: Create User Role (Version 1.0)

Contacts

• FAQ Using the Recipient Contact Type (Version 1.0)
• FAQ: Sorting Contacts by Last Name (Version 1.0)
• FAQ: Using the Committee or Board Member Contact Types (Version 1.0)
• Contacts: Importing Contacts (Version 1.0)
• FAQ: Using Take Action to Mass Assign Communication Preferences (Version 1.0)
• FAQ: Viewing Communication History (Version 1.0)

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Donations

• FAQ: Edit Recurring Donation Profile (Version 1.0)
• FAQ: Editing Donations (Version 1.0)
• FAQ: Voiding Donations (Version 1.0)
• Recording Gift and In-Kind Donations (Version 1.0)
• Batch Gift Entry Part II: Completing and Validating Batches (Version 1.0)
• Batch Gift Entry Part I: Creating and Assigning Batches (Version 1.0)

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Communications

• Creating & Sending Newsletters, E-cards and E-mail blasts (Version 1.0)
• Donation Acknowledgement Part I: Configure Default Salutations (Version 1.0)
• Donation Acknowledgement Part II: Acknowledgement Settings (Version 1.0)
• Donation Acknowledgements Part III: Templates and Placeholders (Version 1.0)
• Donation Acknowledgements Part IV: Sending Donation Acknowledgements (Version 1.0)
• Editing a Newsletter, E-Card or E-Blast (Version 1.0)

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Events

• Adding photos to an Event Photo Gallery (Version 1.0)
• Auctions: Generate Bidder Numbers and Cards (Version 1.0)
• Creating Events Part I: Create Event and Event Scheduling (Version 1.0)
• Creating Events Part II: Configure Event Tickets (Version 1.0)
• Creating Events Part III: Configuring Venue Information (Version 1.0)
• Creating Events Part IV: Configure Waitlist (Version 1.0)

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Financials

• FAQ: Applying Cancelled Event Payments Toward Other Transactions (Version 1.0)
• QuickBooks Integration: Queuing Transactions to be Synced with QuickBooks (Version 1.0)
• Settings: Configuring Accounts (Version 1.0)
• QuickBooks Integration: Installing and working with the NPE-QuickBooks Sync Manager (Version 1.0)
• Settings: Configuring Classes (Version 1.0)
• Split Transaction: Part II: Checkout (Version 1.0)

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Membership

• Membership: Recording Memberships: Add Membership from Contact Details (Version 1.0)
• Membership: Configuring Membership Part III: Add/Edit Membership Overview (Version 1.0)
• Membership: Configuring Membership Part II: Configure Membership Benefit Types (Version 1.0)
• Membership: Configuring Membership Part I: Configure Membership Settings (Version 1.0)
• Membership: FAQ: Add Contact to Group Membership (Version 1.0)
• Membership: Recording Memberships: Batch Renewal (Version 1.0)

Pledges & Grants

• Payments Part II: Assigning Donations as Pledge/Grant Payments (Version 1.0)
• Payments Part I: Recording Pledge/Grant Payments (Version 1.0)
• Add/Edit Pledge (Version 1.0)

Public Pages

• Part I: Configure Look and Feel (Version 1.0)
• Part II: Configure Donation Pages (Version 1.0)
• Part III: Event and Membership Pages and Configure Notifications (Version 1.0)

Reports

• FAQ: My report does not open, or opens blank
• FAQ: Why are deceased/underage/etc contacts showing in my report
• Predefined Reports: Donation Reports (Version 1.0)
• FAQ: Generate Donor Mailing List (Version 1.0)
• Custom Reports: Report Criteria Glossary: Committee Contact Info (Version 1.0)
• Custom Reports: Report Criteria Glossary: Board Member (Version 1.0)

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Volunteer Management

• FAQ: Archiving Volunteer Activities (Version 1.0)
• Volunteer Management: Add/Edit Volunteer Time Availability (Version 1.0)
• Volunteer Management: Add/Edit Volunteer Search Tags (Version 1.0)
• Volunteer Management: Add/Edit Volunteer Skill Set (Version 1.0)
• Volunteer Management: Add/Edit Volunteer Hours to Contact (Version 1.0)
• Volunteer Management: Add Quick Hours (Version 1.0)

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Custom Modules

• Meals Module
• Synagogue Overview (Version 1.0)
• EKS Overview (Version 1.0)