Getting Started Guide
This section will help you get up and running with CRM!
- CRM Getting Started Guide for System Administrators (Version 2+)
- CRM Getting Started Guide for New Staff/Users (Version 2+)
- Modularization (Turning Off Unwanted Modules)
- Recorded Webinar: Getting Started with CRM
- Out of Box - Contact Configurations
- Fundraising Configuration Video (Version 2+)
- FAQ: How do I download CRM? (Version 2+)
- FAQ: How do we back up our database? (Version 2+)
- FAQ: What processes run overnight?
- Security