Fundly CRM Version 2.0
We offer free daily training on Fundly CRM v2; go to http://fundlyevent.com/fundly-crm to see a list of all of our upcoming webinars. We also have a live drop-in help session every Friday.
Getting Started Guide
- Getting Started Guide (Version 2+)
- Recorded Webinar: Getting Started with Fundly CRM
- Fundraising Configuration Video (Version 2+)
- FAQ: How do I download Fundly CRM? (Version 2+)
- FAQ: How do we back up our database? (Version 2+)
- FAQ: What processes run overnight?
Newsletters/Release Notes
- Sign up for Fundly Webinar Notifications and General Updates
- June 26, 2018 New Release News
- June 2018 New Release Sneak Peek
- New Release Overview - May 10th, 2018
- May 2018 New Release Sneak Peak
- March 9 , 2018 New Release News
Account
- Adding your organization's logo
- Application Roles (Version 2+)
- CRM Features & Pricing
- FAQ - How do I update my Credit Card on file?
- FAQ - How do I update my password?
- FAQ - What are the additional fees I am seeing on my statements?
Appeals
- Configuration: Output Templates
- Configuration: Scanlines
- Configuration: Seeds
- Configuration: Transcodes
- Creating Appeals Part I: Creating Appeals and Selecting Segments
- Creating Appeals Part II: Configure Packages and Output
Auctions
Communications
- FAQ: How Do I Record in Fundly CRM That I Sent An Email From My Email Account to a Contact??
- Blacklisting/Blocking of Emails From Free Accounts
- Templates: Add/Edit Templates (New Communications Interface)
- Donation Acknowledgement: Settings: Acknowledgement Settings (Version 2+)
- Donation Acknowledgement: Send Acknowledgements (New Communications Interface)
- Donation Acknoweldgements: Send Year End Thank You Letters
Contacts
- Viewing Contact Records
- Add Contact: Quick Add Contact (Version 2+)
- Individuals: Add/Edit Work Information (Version 2+)
- Individuals: Add/Edit Relationships (Version 2+)
- Individuals: Householding and Shared Communications
- Organizations: Add/Edit Employee Information (Version 2+)
Custom Data Sets
Events
- Events Webinar Recording
- Configure: Default Hosts (Version 2+)
- Configure: Default Registration Types (Version 2+)
- Configure: Default Other Items (Version 2+)
- Configure: Search Categories (Event Tags)
- Configure: Default Venues (Version 2+)
Financials and Invoices
- Troubleshooting Quick Books Sync Issues
- Financials and Invoices Webinar Recording
- Configuration: Account Classes (Version 2+)
- Configuration: Chart of Accounts (Version 2+)
- Configuration: Discount Codes
- Configuration: Expense Groups (Version 2+)
Fundraising
- Configuring Your System for Donation Entry Webinar Recording
- Configuration: Ask Array (Version 2+)
- Configuration: Gift Sources (Version 2+)
- Configuration: Amount Group, Frequency Group, & Recency Groups
- Configuration: Campaigns (Version 2+)
- Configuration: Funds (Version 2+)
Grants
Import Utility
- Import Utility Guide
- Import Utility/Importing Tips
- Limitations of the Import Utility
- Contact - Import Instructions
- Out of Box - Contact Configurations
- Donation - Import Instructions
Interactions and Tasks
Meals Module
- Overview
- Client Configurations: Configure Client Liaisons
- Client Configurations: Configure Closure Reasons
- Client Configurations: Configure Diagnoses
- Client Configurations: Configure Dietary Restrictions
- Client Configurations: Configure Referral Source
Membership
- Membership Webinar Recording
- Configuration: Benefits (Version 2+)
- Configuration: Membership Forms (Version 2+)
- Configuration: Membership Levels (Version 2+)
- Configuration: Membership Settings (Version 2+)
- Manage Memberships
Mentoring Module
- Mentoring Module: Activating/Deactivating Mentor Module
- Mentoring Module: Add Schools & Add Districts
- Mentoring Module: Add Mentors
- Mentoring Module: Add Mentees
- FAQ: How to Re-Activate an Ex-Mentee
- Mentoring Module: Matching Mentors & Mentees
Reports
- Report Request Form
- Fundly CRM v2 Reporting Options Comparison
- FAQ: Why Am I Receiving an Error Every Time I Try to Run a Report?
- Exago User Guide (Version 2+)
- Exago Support Library Link
- Basic Reporting Part I: Out of the Box Reporting Options
Sub-Chapters
Integrations
- Fundly CRM Integrations
- CRM - Website Integration Options Compared
- Public Profile Log-In Help
- Fundly Connect Sync
- Fundly Pro: Enabling/ Turning on the Sync
- Fundly Pro: Syncing a Campaign
Integrate with Your Website - Morweb
Integrate with Your Website - Pages
- Public Pages
- FAQ: How do I activate Pages? (Version 2+)
- FAQ: Using Pages in IFrame / Same Origin Error
- Configure Look and Feel (Version 2+)
- Configure Fundraising Pages (Version 2+)
- FAQ: My Donation Page doesn't have any options for giving.
Integrate With Your Website - Wordpress Plugins
Migration
Payment Processing
- Guide to Stripe Payments
- PCI Compliance / Update Your Payment Gateway Account Settings
- Stripe: Create Your Stripe Account
- Stripe: Processing Fees
- Stripe: Security
- Stripe: Linking Stripe To Fundly CRM