Learn to find what you're looking for within NeonCRM in this short video (2 min 42 sec).
Once you are logged in as a System User, you will be taken to Mission Control:
Click into the Search bar to see your Recently Viewed items.
As you type in the Search bar, NeonCRM will automatically start looking for matching records. Search for the following:
- Accounts (Individual and Company)
- Fundraising Campaigns
Once you type 3 characters, results with be shown, with the matching details bolded.
In the search bar, you will also see Advanced Account Search.
The Advanced Account Search will allow you to quickly pull a list of all accounts who match one or more criteria.
To remove default criteria, click the trashcan icon to the right.
To add criteria, click Add Search Criteria and select your item from the list. For example, if you'd like to search by phone number, click Phone.
All criteria must be met for an account to show in the Advanced Search results.
In this example, search results will include all Individual Accounts that were created This Year AND have an address in the state of Illinois.
This set of buttons allows you to quickly get to three of the most commonly used features in NeonCRM:
|- Adding accounts or transactions|
|- Settings (Administrators or those with access)|
The bell icon in your Quick Access menu will show you when you have any unread notifications, including:
- Notifications from NeonCRM (product updates/notifications)
- System notifications for the following events:
- Executive Report is ready
- Constant Contact sync is complete
- Scheduled duplicate scan is complete
- Action Log Download Complete
- NeonPay notifications for the following events:
- Refund Submitted
- Refund Processed
- Refund Failed
- Dispute Opened
- Dispute Won
- Dispute Lost
- Dispute Closed
- Activity reminders
Use the Double Checkmark at the top right to mark all unread notifications as Read. Click on an individual notification to mark it as "Read", and use the Actions button next to each notification to mark it as Unread again.
Neon will occasionally provide pop-ups of important information.
If you choose Remind me later, the pop-up will be hidden for 24 hours before reappearing.
If you click X at the top right, click View Release Notes or any other action item presented by the pop-up, or click anywhere outside of the pop-up window, 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 want to view the message again, click on the Notifications button and select the gift icon.
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.