Navigating in NeonCRM

Contents

Logging In
Left Navigation
Top Menu Bar
NeonCRM Updates
Admin Dashboard
Widgets
Activities
Scheduled Duplicate Scans
MIscellaneous
Returning to the Admin Dashboard

Logging In

You will be provided a link to your login page when your CRM is built. 

This login page will be used for both your System Users and your constituents. Neon will know where to direct you based upon the login name and password that you input. If you are a System User, you will be directed to the back-end of Neon; if they are a constituent, they will be directed to the Constituent Login Portal.

Components of the Admin Dashboard

Once you are logged in, you will be taken to the Admin Dashboard (aka Mission Control):

1. Left Navigation

This panel allows you to navigate between modules in NeonCRM, such as Fundraising, Membership, Events, Store, etc. Clicking a module name will bring up a drop-down menu of activities that you can do related to that module, such as entering a donation for Fundraising or entering a new membership registration for Membership.

2. Top Menu Bar

The Top Menu Bar contains several useful items:

• Action Log displays account changes that have been made by system users and logged in constituents in NeonCRM
• Help & Support provides a drop down menu with the below options:
• Knowledge Base
• Training Videos
• Training, Consulting, & Data Services
• Contact Technical Support
• Search Bar: This search bar is not case-sensitive. When searching by name, we recommend using last name only ("jones") or last name, first name ("jones, jane").
• Advanced Search: This option provides a more granular approach to searching for accounts. Click in the search bar to reveal this option.

3. NeonCRM Updates

This panel will allow you to retrieve pop-up messages from the NeonCRM team. These messages will appear periodically when you log in to NeonCRM with information about product updates, upcoming webinars, and more.

When you select Do not show again, NeonCRM will not display this particular message as a pop-up again (it will, however, display the message the next time that our NeonCRM team changes it). If you select this option and do want to view the message again, you can select the "i" icon in the NeonCRM Updates panel.

4. Status Message and Admin Dashboard

This page allows each system user to configure a set of widgets that shows them the particular information they want to see the moment they log in. This could include a list of incomplete transactions, the list of their favorite accounts, current stats on campaigns or memberships, etc.

Widgets

Here are a few widgets we recommend.

Activities

The Activity Calendar displays upcoming activities that you have created using the Activity feature. Activities will only display if they are assigned to the System User who is logged in - for example, when I am logged in as the System User John Doe, I will only see my own activities, not the activities assigned to my colleague Jane Smith.

The Activity List can be configured to show only your activities or that of other System Users. 

Scheduled Duplicate Scans

Below the To Do list on the Home/Dashboard page, you will find the Scheduled Duplicate Scans list. There you will find a list of the latest scans run on your accounts database, and buttons for acting on these scans.

Miscellaneous

• Favorite Accounts: This is a way to bookmark a few accounts for quick reference.
• Merges In Progress and Pending Merges are tasks related to conducting Mail Merges
• Materials To Send is a queue of Material Tracking items
• Pending Memberships are membership transactions that have a payment status of "Pending," meaning they have not been paid for
• Photos Uploaded allows you to approve photos that your constituents have uploaded for your Membership Directory
• Sync with QuickBooks allows you to sync your data to Quickbooks. You must have a Quickbooks connection enabled to conduct a sync.

Returning to the Admin Dashboard

You can always return to the Admin Dashboard by clicking your organization's logo at the top left of your NeonCRM screen, or by clicking the Mission Control link in the left navigation menu.