Navigating in NeonCRM

Video

Learn to find what you're looking for within NeonCRM in this short video (2 min 42 sec).

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.

Mission

Once you are logged in, you will be taken to Mission Control:

Learn more about configuring widgets here.

Search

As you type in the Search bar, NeonCRM will automatically start looking for matching records. Search for and easily access the following:

• Accounts (Individual and Company)
• Households
• Fundraising Campaigns
• Events

Quick Access Buttons

This set of buttons allows you to quickly get to three of the most commonly used features in NeonCRM:

	- Adding accounts or transactions
	- System Settings (System Administrators or those with access)
	- Notifications

The bell icon in your Quick Access menu will show you when you have any unread notifications pertaining to you.

Click the bell to show the following types of alerts:

1. Notifications from NeonCRM (product updates, upcoming webinars, etc.)
2. System notifications for the following events:
   1. Executive Report is ready
   2. Constant Contact sync is complete
   3. Scheduled duplicate scan is complete
3. Activity reminders

Announcements

Neon will occasionally provide pop-ups of important information.

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, click on the Notifications button and select "View updates."

Navigation

This allows you to navigate between modules in NeonCRM, such as Fundraising, Membership, Events, Store, etc. Clicking a module name will bring up a menu related to that module, such as running a new report or executive report.

Manage your navigation bar

Your main navigation bar includes a default order to display the various areas of NeonCRM available to you. You can now customize this view by clicking the pencil icon on the right:

You will see a dropdown list with the current navigation order.

If you'd like to move one of the options, click the button next to it and drag it to the desired spot.

Click Save at the bottom of the list to save your changes. Reset will send the order back to the system default.

Your navigation bar will now show the areas you use most, first.