CRM- Interactions
The Interactions grid shows communications that you have had with your constituents. These communications can include things like phone calls and meetings t...
Tue, 23 Mar, 2021 at 11:20 AM
There are multiple ways to create a new interaction. From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituen...
Tue, 23 Mar, 2021 at 11:21 AM
Once you are logged into AssociationSphere and have entered the “CRM and Fund Raising” page, you will automatically be directed to the “Home” page. At the t...
Tue, 23 Mar, 2021 at 11:22 AM
You can search for a specific interaction by entering any text in the search field located in the upper left corner of the Interactions grid. To clear the...
Tue, 23 Mar, 2021 at 11:22 AM
From the main Interactions grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit but...
Tue, 23 Mar, 2021 at 11:23 AM
You can edit an interaction by locating it on the Interactions grid and either double-clicking it, or by selecting the row, then clicking on the View/Edit...
Tue, 23 Mar, 2021 at 11:24 AM
Yes, you can click on the up and down arrows of the drop-down box and click on “New/Edit”. Type in the new interaction type you want to add and click on t...
Tue, 23 Mar, 2021 at 11:26 AM
Yes, click on the up and down arrows of the drop-down box and click on “New/Edit”. To edit a value, click on the edit icon to the right of the value you’d...
Tue, 23 Mar, 2021 at 11:26 AM
Yes, click on the up and down arrows of the drop-down box and click on “New/Edit”. Find the value that you want to re-order and click on the icon with 3 r...
Tue, 23 Mar, 2021 at 11:27 AM
These are the people inside your organization who are AssociationSphere users.
Tue, 23 Mar, 2021 at 11:28 AM