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Transactions Grid Data Fieldsn provides any description or additional information about the field. Custom fields from the constituent grid are not shown on the Transactions Grid and therefore ar…Implementation & Data Conversion · 16 min readGlossary of Terms Used in AssociationSphereid. Builder – The Builder is a tool to allow you to create and modify custom views for the grids. Campaign – Within the context of AssociationSphere, a Campaign is a…Implementation & Data Conversion · 19 min readConstituent Grid Data Fieldsdescription or additional information about the field. There are also custom text, date, picklist, multi-select, number, and true/false fields that can be created fo…Implementation & Data Conversion · 25 min readHow do Constituent Field questions work in a survey or form?you message for the survey submission. Custom Fields If you have any custom constituent fields, you will find them at the bottom of the list of Constituent Field Na…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 6 min readWhat types of questions can I include in my survey?age. When selecting Constituent Field as the top option, standard and custom profile page fields will appear for you to select. In order to update a constituent's re…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 7 min readCRM Module Overviewunt. Reports can be quickly created using views and can be saved as a custom view, shared with other users, and even exported to Excel using the Actions menu. Learn…Module Guides · 5 min readHow can I clean up my constituents list?u determine if they should be deleted. Creating Duplicate Reports and Custom Views An easy first pass at your data is running duplicate reports. This way you can det…Database Hygiene · 6 min readAdding Household Membershin the Household record 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…Household Records · 5 min readHow do I create a Pledge?A pledge is a commitment by a constituent to contribute cash or in-kind items in the future. They can be made via a one-time…Entering & Managing Pledges · 12 min readAutomated Action Triggershday - Use the birthdate listed for the constituent as the trigger 2. Custom Date Field - Custom Date fields can be added to a constituent's profile and can be used…Automated Actions · 5 min readHow do I enter a general transaction?his articles: How do I purchase or record a membership on behalf of a constituent? For information about manually entering an event registration, please see this art…Entering & Managing Transactions · 13 min readSimple Donation Page - Donation Page Settingse on your donation page. All of these fields are optional, so you can customize the page for your campaign needs. - At the top of the page is the Internal Notificati…Donation Pages · 10 min readHow do I create a basic survey, application, or other form?m Address - The email address of the sender. - Subject Line - You can customize what your subject line says for the thank you message. Click Save & Next to proceed t…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 10 min readFrequently Asked Questions about the Implementation Processp the fields for Premium, Standard, and Express implementations. If a customer planned to import the data themselves, but then did not feel confident about the proce…Implementation & Data Conversion · 17 min readHow can I use the Memberships grid?like any other grid within the software and will offer the ability to customize the views, use Quick Queries, add filters, sort, and search the grid. Tools For each…Membership Grid and Purchases · 10 min readWhere can I find Training Videos?6874 AS User Settings - https://vimeo.com/854726189/e8c5d205f8 CRM AS Constituent Grid - https://vimeo.com/531435606/1d10ca3508 AS Company Constituent Profile - http…General Training Information · 4 min readInvoices Gride on the Invoices page. The grid will show information related to the constituent linked to the invoice including their name, address, company contacts, email, phone…Invoices Grid & Managing Invoices · 7 min readWhat is the difference between the Last Name/Constituent and Company Fields?Constituent Definition In AssociationSphere, a constituent is any contact record in the databas…Constituents Grid · 3 min readHow do I enter a payment for an invoice?Credit Card If paying by credit card, you or the constituent can click on the link to the invoice's Payment Page URL to enter the payment inform…Invoices Grid & Managing Invoices · 6 min readVolunteer Attendance Gridyou selected and order of your columns for each event. Each user can customize their own views and will not affect other users. The registrations are shown in date…Volunteer Attendance · 10 min read