Using NeonCRM
Figuring out how to accomplish something? Need steps to follow? You've come to the right place!
System Settings & User Management
- Spam Prevention
- Bulk Operations - Bulk Edit or Delete
- Membership Discounts
- Credit Card Swiper
- Organization Profile
- Account System Settings
Accounts
- Duplicate Accounts
- Data Privacy and Consent (GDPR Compliance)
- All Accounts
- Origin Tracking
- Favorite Accounts
- Account Flags: Do Not Contact & Deceased
Data Migration
- Data Export Tips
- Data Export Checklist
- Exporting data from Bloomerang
- Exporting Data from Salsa
- Exporting Data from eTapestry
- Exporting Data from QuickBooks
Importing Data
- Import Manager Troubleshooting
- Importing Data in NeonCRM
- Importing Data with Special Characters
- How do I review my custom import?
- Preparing Membership Data
- Importing Accounts and Transactions In a Single Spreadsheet
Payment Gateway
Forms & Web Pages
- Custom Forms & Surveys
- Configuring Standard Web Forms
- PayPal Standard vs. PayPal Pro (and other gateways)
- Alternate Web Templates
- News Posts
- Viewing & Printing Transaction History from the Constituent Login Portal
Email Communication
- System Emails
- System Email Versions
- System Email Conditions
- System Email & Letter Defaults
- Event Registration & Purchase Acknowledgement System Emails
- Membership Due & Overdue Notifications
Mailings
- System Letters
- Campaign Letters
- Letter Templates
- Mail Merge
- Mail Merge for External Letters
- Generating Mailing Labels
Reporting
- Types of Reports
- Geocoding and Radius Search
- Executive Reports
- Date Ranges and Dynamic Dates
- Dashboards, Widgets, and Mission Control
- What do the filters in my report do?
Fundraising
- Social Fundraising for System Users
- User Guide for your Social Fundraisers
- Anonymous Donations
- In-Kind Donations
- Fundraising Campaigns
- Tributes List
Events
- Creating Events
- Events - An Overview
- Event Detail Page
- Ticket Prices
- Conditional Ticket Prices
- Event Wait List
Membership
- Getting Started with Memberships
- Adding Members
- Membership Settings
- Household Group Memberships
- Organization Group Memberships
- Auto-Renew Memberships