Constituent Grid

Having issues exporting grids using Chrome?
 If you are a Google Chrome user and nothing happens when you click the Export to Excel button on a Dashboard there maybe be an issue with Chrome's Pop ...
Mon, 22 Mar, 2021 at 12:24 PM
How to Lock and Unlock Dashboard Columns
On all the main dashboards in AssociationSphere, you can lock columns on the grids so they will stay frozen as you scroll horizontally. To Lock or Unlock a ...
Mon, 22 Mar, 2021 at 12:28 PM
How do I look up duplicate constituents?
You can look up potential duplicates by using our Potential Duplicate Report. You can find this on the Constituents Grid by selecting Actions and select Pot...
Mon, 22 Mar, 2021 at 12:30 PM
How do I see if someone has a gift card balance?
Go to Workspace > CRM > Constituents. Find the constituent you are looking for, then click on their record. Next, on the top menu of tabs find Payment...
Mon, 22 Mar, 2021 at 12:31 PM
CRM Dashboard Category Filter
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...
Fri, 8 Apr, 2022 at 10:26 AM
Direct Constituent Emails
Direct emails are a fast and easy way to get an email out to one or many Constituents, depending on your needs. To send out a single email, you can click on...
Tue, 30 Jan, 2024 at 1:33 PM