CRM Version 1.0
Step-by-Step Tutorials for our CRM version 1. If you signed up for our CRM before 1/1/2015 you are most likely using this version.
Getting Started
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?
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)
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)
Users & Settings
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)
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)
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)
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)
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)
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
Public Pages
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)
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)