Getting Started with NeonCRM: for System Users

Getting Started with NeonCRM: for System Users

If you are using NeonCRM but do not have administrative access, this guide is for you.

Only administrators have access to System Settings, but this area is not necessary for most day-to-day actions in Neon. If you find something listed below that you do not have access to, you may not have permissions, or your system may not have that module enabled. Speak with your system administrator. 

Navigating in NeonCRM

Here is a quick introduction to the dashboard you'll see upon logging in to the back end of Neon. 

Add Notes

You can add notes on accounts, donations, activities, payments and more. 

Enter Activities

Track past and future interactions with constituents. Activities can also be linked with Prospects and Grants

Enter Donations

Create and Run Reports

Neon can report on many things - from constituents to transactions. Read about how to start with the correct report and filter your results. More details can be found in this reporting training video.

Send Email Blasts

This requires a few components. You can watch this training video, or below is a guide about each:

 Note: Automated system emails, such as Donation Appreciation can only be edited by users with permissions for System Settings.

 

OTHER GUIDES IN THE GETTING STARTED WITH NeonCRM SERIES

The Basics

Fundraising

Membership

Events

Store

Constituent Portal 

 

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