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
- 1. Getting Started w/Fundly CRM v2 / Initial Training Video
- 2. Getting Started Guide & Checklist (Version 2+)
- 3. Configuration Guide (Version 2+)
- 4. Fundraising Configuration Video (Version 2+)
- FAQ: How do I download Fundly CRM? (Version 2+)
- FAQ: How do we back up our database? (Version 2+)
Newsletters
- Sign up for Fundly Webinar Notifications and General Updates
- September New Communications Overview Webinar Recording
- September 5, 2017 New Release News
- July 17, 2017 New Release News
- July Release Sneak Peek Webinar Recording
- June 23, 2017 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
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
- Communications Webinar Recording (Old Communications Interface)
- Add/Edit Templates (Old Communications Interface)
- Add/Edit Templates (New Communications Interface)
- Donation Acknowledgement: Settings: Acknowledgement Settings (Version 2+)
Contacts
- Add Contact (Version 2+)
- Individuals: Add/Edit Work Information (Version 2+)
- Individuals: Add/Edit Relationships (Version 2+)
- Organizations: Add/Edit Employee Information (Version 2+)
- Configure Contact Types (Version 2+)
- Configure Demographics (Version 2+)
Custom Data Sets
Events
- Events Webinar Recording
- Configure: Default Registration Types (Version 2+)
- Configure: Hosts (Version 2+)
- Configuring Events: Invites (Version 2+)
- Configuring Events: Notifications (Version 2+)
- Configuring Events: Track Expenses (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
- Year End Thank Yous, Premiums, and Ask Arrays Webinar Recording
- Configuration: Ask Array (Version 2+)
- Configuration: Gift Sources (Version 2+)
- Configuration: Amount Groups (Version 2+)
- Configuration: Frequency Groups (Version 2+)
- Configuration: Recency Groups (Version 2+)
Import Utility
- Import Utility Guide
- Importing overview and tips
- Limitations of the Import Utility
- Out of Box - Contact Configurations
- Donation - Import Instructions
- Contact - Import Instructions
Interaction and Task
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: Membership Levels (Version 2+)
- Configuration: Membership Settings (Version 2+)
- Configuration: Membership Forms (Version 2+)
- Configuration: Benefits (Version 2+)
- Add Membership to Contact (Version 2+)
Mentoring Module
Reports
- Report Request Form
- Fundly CRM v2 Reporting Options Comparison
- Exago User Guide (Version 2+)
- Exago Support Library Link
- Basic Reporting: Creating Express View Reports
- Intermediate Reporting (Using Standard Reports) - Webinar Recording
Sub-Chapters
Integrations
- Fundly CRM Integrations
- Fundly Connect Sync
- Online Form Integrations Compared
- Public Profile Log-In Help
- Fundraising with Donor Search Webinar Recording
- Donor Search: Donor Search Basics/Overview
Integrate with Your Website - Morweb
Integrate with Your Website - Pages
- Configure Fundraising Pages (Version 2+)
- Configure Look and Feel (Version 2+)
- FAQ: How do I activate Pages? (Version 2+)
- FAQ: How do I get the URL for my event?
- FAQ: My Donation Page doesn't have any options for giving.
- Membership: Add the Member Directory to Your Website