Navigating in NeonCRM

Contents

Logging In
Left Navigation
Top Menu Bar
Admin Dashboard
NeonCRM Updates
Activities Calendar
To Do List
Scheduled Duplicate Scans
Returning to the Admin Dashboard

Logging In

Your Account Manager will send you a link to your NeonCRM login page once your system is ready. The login page will look like this:

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:

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. Custom Admin Dashboard

The content that you enter in this dashboard will be visible to all of your System Users. The dashboard can be edited by selecting the Edit Content button above and to the right of it. This will bring up a "what you see is what you get" (WYSIWG) editor.

Here, you can add text content and photos, as well as links. You can also include HTML here by clicking the Source button in the upper-left corner. Here are some ideas on how to use HTML in the Custom Dashboard.

 

4. 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 Don't show this message 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.

5. Activities Calendar

The Activities 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.

When an activity is set for a day that is visible on the monthly calendar, the date will display in bold and grey. You can click on this date to view more detail about the activities set for that date. NeonCRM will also display a "My Activities" panel if there are upcoming activities assigned to this System User.

6. To Do List

• 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. 

7. 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.

Returning to the Admin Dashboard

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