Reference Manual

Article #11 - Relationships Between Contacts


Your CRM allows you to represent connections between contacts by creating relationships. For example, if a mother and son are both in your database, it can be useful to be able to look at either record and see that they are related to each other.

Article #10 - Activities (Interactions w/ Contacts)


Activities are a key concept in your CRM, providing a unified place to record and view the history of interactions between your organization and you constituents, clients and partners. You can you them use them to track meetings, phone calls and other activities that you set up. Activities are also used by all of your components to record things like when contributions are made, when people come to events, sign petitions, etc.

Article #9 - What are Smart Groups?


Smart groups are "saved searches." They are useful for keeping track of groups of contacts meeting certain criteria, for example "all members based in Europe." Creating a smart group is easy: you search based on your desired criteria and then choose 'Create smart group'. Once the smart group is created, each time you ask to see the contacts in a group, your CRM will carry out a search and show you contacts that meet the criteria you specified.

Article #8 - Groups & Tags


Groups and tags are two key methods of organizing data in your CRM. When used properly, both allow for powerful segmentation and searching of your database.

Article #7 - Contacts, the Heart & Soul of Your CRM


This article introduces contacts: the basic building block of your CRM. We look at how to find, view, add, edit and delete contacts. We also look at ways to extend and customize contacts, and to change the way that contacts appear in the user interface.

Out of the box, your CRM comes with three contact types:

Article #6 - Mapping Your Data

Your existing data may be coming from multiple sources, some electronic, some paper based and some residing in people's memory. "Mapping" refers to the activity of taking existing data that was labeled in a certain way and "slotting" it into your CRM. This is a very important step and skipping it may cause undesired consequences in the future. For example, you may not be able to control or report on data the way you expect.

Article #5 - Data Overview

This article covers the main building blocks that your CRM uses to store data and offers advice on how to transfer and organize your existing data. Using your CRM successfully depends on storing data in the right place and in the right way, which can only happen with some thoughtful planning of mapping your data into your CRM .

Article #4 - Searching


We'll cover different ways to find the information you've stored in your system. 

We will start off with some simple searches and then move on to more advanced techniques. 

Beginners should be familiar with Quicksearch and Advanced Search.

There are three main reasons to search:

Article #3 - Menu, Dashboard and Dashlets

This this article we will give you an overview of the Backoffice dashboard (it's 'home page') and the navigation menu.

The navigation menu

The navigation menu is a small bar at the top of every Backoffice page.

Article #2 - Review Your Organization Information

Your Portal needs an identity. Internet standards require this when sending mass emails to prevent spam and also when creating invoicing or receipts if you decide to take donations. In this tutorial we'll review and modify this information.