Constituents Grid
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, 19 Jul, 2024 at 3:20 PM
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...
Fri, 19 Jul, 2024 at 3:21 PM
The Constituents grid includes many columns which are automatically generated from historical data. These fields, shown below, include summary information f...
Fri, 4 Oct, 2024 at 11:05 AM