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 some criteria, like all company accounts created this month.
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 pertaining to you, like:
- Notifications from NeonCRM (product updates, upcoming webinars, etc.)
- System notifications for the following events:
- Executive Report is ready
- Constant Contact sync is complete
- Scheduled duplicate scan is complete
- Activity reminders
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."
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.