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Transactions Grid Data Fieldsdata is auto-populated from data in the Constituent Grid and is identified with a Yes in the Data From Constituent Grid column below. Those that are auto-populated or copied from the constituen…Implementation & Data Conversion · 16 min readGlossary of Terms Used in AssociationSphereWithin the Time Tracking feature, categories can be used to identify what areas and activities a volunteer supported your organization. All category picklists are editable. Column – A column is…Implementation & Data Conversion · 19 min readConstituent Grid Data Fieldsontained in the field. Some of the data is auto-populated and is identified with a Yes in the Auto Populated column. Those that are auto-populated are not required for the conversion template. T…Implementation & Data Conversion · 25 min readHow do Constituent Field questions work in a survey or form?onnect a survey response to a single constituent record, first choose what kind of record you are connecting to. The options are: 1. An individual adult by choosing the constituent field Name an…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 6 min readHow can I clean up my constituents list?correctly. - You can create a checklist to help new users understand what steps they must take and what fields are required when entering a new constituent. - Some good steps include: - Not ski…Database Hygiene · 6 min readAdding Household Memberscord or on the Relationship tab of any Individual Constituent record. If you have not previously added the Head of Household, you can also do so through any of these three methods. Option 1 - On…Household Records · 5 min readWhat types of questions can I include in my survey?e "Provide a rating on the entertainment for the evening" or "Tell us what your favorite part of the event was." These types of questions collect information, but they do not have corresponding…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 7 min readCRM Module Overviewfault view must be created for some of the grids within the database. If a default view is required, a pop-up message will appear to create the default view. Click on OK to build the default vie…Module Guides · 5 min readHow can I use the Memberships grid?indicates that the transaction was acknowledged. - Acknowledged How - What method the membership transaction was acknowledged with. - Acknowledged Date - What date the membership transaction was…Membership Grid and Purchases · 10 min readHow do I create a Pledge?ayment that is entered will have those fields auto-populated based on what was entered with the original pledge. 20. After completing the remaining fields as appropriate, chose Save to save your…Entering & Managing Pledges · 12 min readAutomated Action Triggerso create a tigger. This trigger will tell the software when and under what circumstances to send out the automated notification. Scrolling down past the Campaign Summary and Distribution Method…Automated Actions · 5 min readSimple Donation Page - Donation Page Settingsthe text for Pay Later Comment to ensure the constituent understands what they are requesting when they check this box. - Activating Allow predefined amounts show new options to enter recommend…Donation Pages · 10 min readHow do I enter a general transaction?other types of transaction. The information in this article explains what the various fields are used for, so this can be relevant when editing other types of transactions. For information abou…Entering & Managing Transactions · 13 min readHow do I create a basic survey, application, or other form?when describing the steps, however the same steps apply regardless of what type of form you are creating. The first step in creating your survey is the Survey/Form Info tab. It includes the foll…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 10 min readWhat settings can I change on the Constituent Portal?you will find: - Your Portal URL and Embedded Portal Login Page Code if you would like to include the login page within your website. - The Portal Welcome Message which can be customized by typ…Managing the Constituent Portal · 8 min readFrequently Asked Questions about the Implementation Processeks to complete your data conversion once we receive your clean data. What if I want to convert more data after I finish my implementation? It is best to send all of your data at the same time.…Implementation & Data Conversion · 17 min readHow do I enter a payment for an invoice?the transaction record show it was acknowledged? Acknowledged Date – What date should show for when the transaction was acknowledged? Tribute Acknowledged - Set to NO as this is only used to se…Invoices Grid & Managing Invoices · 6 min readInvoices Gridelds available on a manually generated invoice. - Last Payment Date - if there was a payment applied, the date of the most recent payment. - Last Payment Type - how the payment was made, for exa…Invoices Grid & Managing Invoices · 7 min readWhere can I find Training Videos?imeo.com/985723755/50062cd4bc AS Saved Credit Cards and Expiration Notifications - https://vimeo.com/995857769/b2ac5a18e5 AS Social Media Account Settings - https://vimeo.com/995845634/5ccc2ea90…General Training Information · 4 min readHow do I invite members to sign up for the portal?ail already associated with their record. A new constituent may enter whatever name or email they wish to be associated with their record. The software will automatically create a record for any…Manage Portal Users · 4 min read