On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the upper left corner of the graphic will allow you to select from any active Constituent Categories. Once a Category is selected, the graphic will update and display the details on the Constituents who are subscribed to the selected category. Those details are as follows:

Constituents added this week

Constituents added this month

Constituents added CYTD (Calendar Year to Date)

Constituents added FYTD (Fiscal Year to Date)

Constituents never given

Total constituents

<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/879b444bebf0457c83cafaeadec392c6.png" width="1920" height="869" />

On the CRM and Personal Dashboard, the “CRM – Statistics” graphic can now be filtered based on a Constituent Category. Clicking on the dropdown field in the upper left corner of the graphic will allow you to select from any active Constituent Categories. Once a Category is selected, the graphic will update and display the details on the Constituents who are subscribed to the selected category. Those details are as follows:
Constituents added this week
Constituents added this month
Constituents added CYTD (Calendar Year to Date)
Constituents added FYTD (Fiscal Year to Date)
Constituents never given
Total constituents
<img src="https://api.usebluehill.com/wiki/media/public/37E1A66F6C464712B169251195C7F721/879b444bebf0457c83cafaeadec392c6.png" width="1920" height="869" decoding="async">

Constituents Grid

CRM Dashboard Category Filter

AssociationSphere

Can an In Kind transaction be a split transaction?

I'm a new user, how can I learn more about AssociationSphere?

Sub-merchant Overview & Bank Account Setup

Information about data conversion and the implementation process.

Implementation & Data Conversion

Provides an overview of each module within the AssociationSphere software.

Module Guides

Examples of different types of pages that can be created in AssociationSphere.

Page Models

Login & Technology

Other Services

Storage for old articles that are no longer valid and any draft articles in progress. This folder is only visible to agents.

Draft & Archived Articles

Introductory information about the implementation process and data conversion for AssociationSphere.

General Information & Overviews

Frequently Asked Questions about the Implementation Process

Introduction to AssociationSphere Modules

Overview of Creating Pages in AssociationSphere

Account Settings

Social Media

Bank Information

Billing

Saved Cards

Refund Status

Manage the settings and information for the organization.

Organization Account Management

How do I manage my account settings?

What is the Account Settings page for?

Manage Users

Activities and functions of the User Settings feature

User Settings

Information about managing the internal users who have access to the AssociationSphere database as well as options and security settings for users.

AssociationSphere User Management

How do I invite an internal user?

What is the User Settings page?

Can I change my login ID email?

Grid Features

Views

Quick Queries

Actions Overview

Batch Updates

Dashboards

Advanced Analytics

Other Software Functions

Information about the module dashboards, managing grid Views, using the Actions menu,  Advanced Analytics features, and how different features function in the software.

Grids, Dashboards, & Software Functionality

What is a dashboard?

Sharing AssociationSphere Pages and Links

What can you do with the Actions Menu?

Managing Constituent Records

Constituent Profiles

Household Records

CRM- Interactions

My Follow Ups

CRM- Documents

CRM- Relationships

CRM- Time Tracking

Mail Merge CRM Templates

Wealth Profiles

Automated Actions

Describes how to activate and utilize the Outlook and Gmail integration features in the software.

Outlook/Gmail Integration

Background Checks

Tips for keeping your account and data in good shape.

Database Hygiene

Information about the functions and activities performed with the Constituent Relationship Management (CRM) module.

CRM Module

What is an Automated Action in the CRM Module?

Running Background Checks on Individual Constituents

Basic Membership Information

Membership Page Setup

Membership Grid and Purchases

Membership Attendance

Mail Merge Membership Templates

Membership Auto Reminders

Membership Renewal Queue

Membership Only Documents

Member Directory & Emblems

Information about the functions and activities performed within the Memberships Module.

Membership Module

How can I use the Memberships grid?

Membership Process and Modules Overview

What can I do on the Membership Attendance grid?

Overview of the Transactions Module and basic information on the tools and workflows.

Transactions Module Overview & Basic Information

Activities and information available on the Transactions grid including reporting

Transactions Grid

How to enter general transactions and edit any transactions.

Entering & Managing Transactions

Managing Online Transactions & Donations

Invoices Grid & Managing Invoices

Creating online payment pages for invoices.

Online Payment Pages

Invoice Auto Reminders

Use and set up of mail merge templates in the Transactions & Invoicing module.

Mail Merge Gift, Pledge & Invoice Templates

How to enter pledges, send reminders, and create reports

Entering & Managing Pledges

Information and reporting available on the Pledges grid.

Pledges Grid

Donation Pages

Goal Progress

Sponsorships

Grants

Split Transactions

In Kind Transactions

Matching Gift Transactions

Tribute Transactions

Pending Transactions

Soft Credits

ACH Payments

Information about the functions and activities performed in the Transactions and Invoicing Module including financial reporting, invoice management, sponsorships, and donation pages.

Transactions & Invoices Module

What are Pending transactions?

What is a Matching Transaction?

General and overview information about the events module.

General Event Information

Creating & Editing Events - Event Pages

Using the events grid to see  and create reports for event transactions

Events Grid & Purchases

Event Attendance Grid

Managing Events

Group Assignments

Table Assignments

How to use the scheduler feature in the events modules.

Event Scheduler

For sending letters to event registrants and attendees.

Mail Merge Event and Event Attendance Templates

Event Auto Reminders

Gift Cards

Event Calendar

Covers the features of the Event Expenses grid.

Event Expenses

Zoom Integration

Information about creating and managing events utilizing the features in the Events Module.

Events Module

Event Expenses Grid

How do I make gift cards available to purchase for an event?

How do I create a new Event?

An auction-event guide and FAQs documents.

Auction Guide & FAQs

Auction Pages

Online Auctions

Auction Add-ons & Paddle Raises

Traditional Paper Silent Auction

Live Auctions

Auction Reporting & Checkout

Information on creating and managing auctions utilizing the features in the Auctions Module.

Auctions Module

Acknowledgement Info

What are auction add-ons?

Can live auction items be shown online, but not allow online bids?

Summary of how to send email marketing campaigns.

Email Marketing General Information

How to create email lists and manage recipients (also known as subscribers or contacts)

Email Marketing Contacts - Email List Management

Email Marketing Templates

Email Marketing Campaigns

Email Marketing Overview Page - Campaign Response Rates

Email Marketing Auto Responder

Information about the email marketing functions, creating email lists, sending email campaigns, editing email templates, and reviewing results in the Email Marketing Module.

Email Marketing Module

How do I create and edit an email template?

How do I create and send an email marketing campaign?

What is the Email Marketing Auto Responders?

Surveys/Forms - General Information

Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms

View the submissions for your surveys, applications, polls, and forms.

Surveys/Forms Results - View Survey Responses

To manage email lists that you will use to send your surveys and forms.

Surveys/Forms Contacts - Email Lists

To view the email performance of surveys and forms sent through an email campaign.

Surveys/Forms Overview - For Email Response Rates

Internal Only Surveys/Forms

Information about creating and reviewing responses for various types of forms, polls, applications and surveys made with the Surveys/Forms Module.

Surveys/Forms Module

What is the Survey/Forms List Grid?

How do I create a basic survey, application, or other form?

Survey/Forms Results Grid Overview

Overview & Setup

P2P - Event Pages

Supporting P2P Fundraisers

P2P Dashboard

Milestones & Badges

Information about creating and managing peer to peer campaigns.

Peer-to-Peer Fundraising Module

How do participants sign up?

What are the benefits of milestones and badges?

Where can I track the P2P donations?

Volunteer tracking features in the volunteer module

Volunteer Module & Programs Overview

Demonstrating the integration of the Volunteer module with the Surveys/Forms module.

CRM Dashboard Category Filter

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