Year-End Resources

Year-End Guides

The following guides provide instruction on how to do year-end tasks in your NeonCRM system.

  • Year-End Reporting - NeonCRM reports will help you set criteria and pull data on who you would like to send year-end mailings to, as well as provide detail on year-to-date donations and other transactions
  • Year-End Communications - You can send appeal email blasts via NeonCRM as well as export data to send a hard copy mailing
  • Year-End Donation Entry - NeonCRM offers two methods for entering mass amounts of transactions: batch donations and updating existing accounts via our import utility
  • Preparing for Your Year-End Appeal - An outline of a number of features that are available in NeonCRM that you can use for your appeal

Year-End Videos

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