When you open an Account page in NeonCRM, you’ll now see a new easy-to-use interface that aligns with industry-leading best practices. This will help you find and manage information more quickly, so you can work efficiently and dedicate more time to your mission.
It's a big change, and we want to make sure you feel comfortable with this new user experience. Below is a brief orientation to get you settled in.
This may be the first question a lot of users ask: Where is all of my data and how do I get to it?
Most elements of the old account page should be easily noticeable in the new format. If you can't find a section, field or function that you've used in the past, one or both of the following may have happened:
The navigation system. Where there used to be a "Jump To" button and/or a lot of scrolling, your page now has a sidebar menu for easier navigation. Just click the name of the section you want to open, and you're there.
This should also save time over waiting for the entire page to load, especially with data-heavy accounts.
If you're looking for a specific section on the Account Detail page, you can search for it with the Find account section tool at the top of the section menu. There is a Sort option for the menu as well.
The old "Basic Information" section has now become the About section. This includes all of the same data sections as the old Basic Information section (name, contact, and standard personal data fields and flags like Birthday or Individual/Company Type), with the addition of your Account level custom fields.
The "Page Settings" option has been split and made more accessible. Click the Configure button at the top of the About section to adjust your view of this information. If you've created groups for your account custom fields, each group will have its own configurable widget that you can move around the About section as needed.
You can move widgets around (option 1 below), remove entire widgets or individual fields (option 2), or restore anything that was previously removed (option 3).
Click "Save" at the top to save your changes. These changes will affect your view of all accounts of that type (individual or company). Each view is personalized to the user, so you can configure the view you need without affecting your colleagues.
You can move, add, and remove page sections from the side navigation menu. Click Edit Account Sections to open the panel. Click and drag to move any section, and use the + and - symbols to add or remove sections.
The Origin Category and Origin Detail data is now stored in the Timeline section.
The option to send a system email or letter from the account detail page has been moved to an Action Menu that you can see for each transaction in the section list.
Sticky Notes (look like yellow sticky notes in the top right corner of account pages)
- Account Sticky Notes have been replaced by the new "pinned notes" feature.
- Address Sticky Notes have been replaced with a "Notes" text box field to preserve existing data and to use for custom imports.
- Relationship Sticky Notes have been replaced with a "Notes" text box field to preserve existing data and to use for custom imports.
To view a household from one of the contacts' account detail pages, click the household name that appears at the top of the section. There is no longer a separate "View Household" button.
The option to mark a constituent as "Deceased" or "Do Not Contact" have moved from being checkboxes in the Basic Information section to options in the Actions menu at the top of the page.
The "New Donation", "New Pledge" and "New Recurring Donation Schedule" buttons have all moved to a single dropdown menu called Create New in the Donations section. Each action is a separate option in the menu.
The old "Membership" and "Membership History" sections have been combined into a single section called Memberships. This section will show any active memberships as well as past memberships in the same place.
"External Email Communication History" has been combined with "Email Communication History" into one section called Sent Emails.
The "Soft Credit Distribution Rule" section has been combined with "Soft Credit Received" into a single section, Soft Credits.
The DonorSearch and WealthEngine buttons will be available under the main account Actions dropdown. There is no longer a separate "Wealth Screening" section on the Account Detail page.
One change that has been made system-wide is the consistent naming of Company accounts and related fields. In the past, both "Organization" and "Company" had been used to refer to non-Individual accounts in various parts of NeonCRM, resulting in some confusion for NeonCRM users. There is now a uniform naming convention:
- Company refers to any non-Individual constituent account or related fields.
- Organization refers to your organization.
The following table lists sections, field labels, and actions by how they used to be called on the old account detail page, followed by how they appear on the new page.
|Old Account Page||New Account Page|
|Personal Information||Account Details|
|Phone 1, 2, 3||Phone Number 1, 2, 3|
|Email 1, 2, 3||Email Address 1, 2, 3|
|Address 1, 2, 3, 4||Address Line 1, 2, 3, 4|
|Province (State Free Text)||Territory|
|Convert to Organization||Convert to Company|
|Custom Fields||Custom Information|
|Solicited Transactions||Solicited Gifts|
|Material Tracking History||Campaign Letters & Tracking|
|Manage Household/Organization Contacts' Memberships||Manage Sub-members|
|Purchase History||Store Orders|
|Email Communication History||Sent Emails|
|MailChimp Email Communication History||MailChimp|
|Constant Contact List/Campaign||Constant Contact|
|Soft Credit Received||Soft Credits|
|Custom Form||Custom Form Responses|
|New Relation (Employment History)||New Employment Entry|
|Manually Start Email Series||Assign Series|
|Add to Workflow||Assign Workflow|
|Push Account to Constant Contact||Manage List Subscriptions|
The Quick Add New Individual and New Company will open a simple module to enter basic account data. Use the Show More tab to access additional contact and account custom fields.
Each section that displays transaction history shows a list of transactions with basic data for quick viewing. We have now added an Expand button next to each transaction so you can see additional details of a single transaction without having to leave the Account page.
For membership organizations, there's a new Active Member icon that appears at the top of the page on all accounts with a current membership.
If your organization offers Group Memberships, the Memberships section will immediately tell you if the account is part of a group membership and if so, which individual or company is the primary member. A number in the top right corner of the section will show how many sub members are in the group.
You can now pin any Note from the Notes section to a constituent's Account page. This note will appear in a window overlaying a small part of the top of the page.
From this window, you can view, expand/collapse, unpin, edit or delete notes, or change the background color according to preference or to indicate note types or urgency.
If you close the Pinned Notes window on an account, you can reopen it by clicking the number icon at the top of the page. The number indicates how many pinned notes exist on that account.
Look for Actions Menus all over your Account Detail page.
Anywhere you see an Actions menu, there will be a list of options, whether for managing sections, performing actions, or adding or editing records.
A new type called "Other" has been added to the Address Type, Phone Type, and Fax Type fields. These fields can no longer be left blank. All previously blank address, phone, and fax types will be set to "Other".
The Relationships account section now only allows for linking to another Neon account. To record information about a relationship to an individual or company without a Neon account, create a Household or Company Contact record instead.
The "New Custom Form" button has been removed from the account page. If you need to complete a custom form on behalf of one or more constituents, it is still possible to import entries from the custom form detail page.
It is no longer possible to create a Source on the fly while you are adding Source data to accounts or transactions.
Applications have been removed from the Volunteer Projects section of the account page.
The "Print mailing label" option has been removed, but there is now a "Copy" button next to the primary address that will copy it you your clipboard.
We hope that this quick orientation tour has already made you more comfortable with the new experience. We are also updating our Support Center guides so that any instructions that involved the old Account page will now show the same features or processes with the new one.
We also invite you to view the recording of our webinar introducing the change - Pie with the Product Team: Introducing the Revised Account Page. During this live webinar, members of our training & product teams discussed why we're making these changes and what they mean for you.