Getting Started with NeonCRM: Fundraising

Updated 07/06/2015 by Bethany Lang

Getting Started with NeonCRM: Fundraising

If you are using your NeonCRM system for fundraising, we strongly recommend watching the Fundraising Setup & Reporting training video. It will walk you step-by-step through many of the setup items noted below.

Configure your financial settings

Your financial settings determine which types of credit cards you will accept and how your donations will be categorized (using Campaign, Fund, and/or Purpose).

Customize your standard donation form

Your standard donation form is accessible in Forms & Pages > Home/Dashboard. You can customize this donation form to add or remove fields, require certain fields, and add header/footer information.

Identify your solicitors

You can identify System Users and constituents in your system who are soliciting on your organization's behalf. These solicitors can be added to donations, event registrations, prospects, and activities.

OTHER GUIDES IN THE GETTING STARTED WITH NeonCRM SERIES

The Basics

Membership

Events

Store

Constituent Portal 

 

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