Getting Started with NeonCRM: Constituent Login Portal

Introduction

Constituents can access their NeonCRM account information and transaction history (i.e. donations, event registrations, memberships, store purchases) with your organization from your Constituent Login Portal.

It's best practice to encourage your constituent to log in to their existing Neon account before filling out one of your forms, as this helps to reduce the number of duplicates in your database.

Contents

Constituent Pages are simpler than Public pages.

Constituents can find records of their account and transactions.

You can add pages and links for your constituents only.

Create login names and passwords for accounts or ask constituents to create their own.

 


OTHER GUIDES IN THE GETTING STARTED WITH NeonCRM SERIES

The Basics

Fundraising

Membership

Events

Store

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