CRM- Documents

What is the Documents grid?
The documents grid shows all documents across all constituents that have been stored in AssociationSphere. You can also add or delete documents from the d...
Tue, 23 Mar, 2021 at 11:40 AM
How do I add a document?
There are multiple ways to create a new document.   From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, ...
Tue, 23 Mar, 2021 at 11:42 AM
How do I find the Documents page?
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 11:44 AM
How do I see all of the documents for just one constituent?
From the main Documents grid, you can use the search box or filters to find the constituent. Click on the row for the constituent, then the View/Edit button...
Tue, 23 Mar, 2021 at 11:45 AM
Can I export the documents?
You have two options, you can either export the data displayed on the documents grid itself into an excel file or you can download the actual document files...
Fri, 29 Mar, 2024 at 11:20 AM
Can I search for a document?
You can search for a specific document by entering any text in the search field located in the upper left corner of the Documents grid. To clear the search ...
Tue, 23 Mar, 2021 at 11:48 AM
How do I open a document?
To open a document that is stored in AssociationSphere, click on the Hyperlink that appears in the File Name column for that document on either the main D...
Tue, 23 Mar, 2021 at 11:49 AM
What are document tags?
These are keywords that you can add to a document that users can use to search with. For example, you could add a pledge as a tag, so when a user searches...
Tue, 23 Mar, 2021 at 11:51 AM
What are document categories?
Document categories allow you to group documents for easier searching and reporting.
Tue, 23 Mar, 2021 at 11:51 AM
Can I add a new document category?
Yes, you can click on the up and down arrows of the drop-down box and click on “New/Edit”. Type in the new document category you want to add and click on ...
Tue, 23 Mar, 2021 at 11:53 AM