Using NeonCRM
Figuring out how to accomplish something? Needs steps to follow? You've come to the right place!
System Settings & User Management
- Neon Payment Processing
- Gateway Settings for Credit Card or eCheck Payments
- Spam Prevention
- Bulk Operations - Bulk Edit or Delete
- Membership Discounts
- Credit Card Swiper
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
- Reviewing Your NeonCRM Custom Import
- Preparing Membership Data
- Importing Accounts and Transactions In a Single Spreadsheet
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
- Email Opt-Outs
- Send Campaign Emails
- Event Registration & Purchase Acknowledgement System Emails
- Using <<Tokens>>
- Email Campaign Statistics
Mailings
- Campaign Letters
- Mail Merge for External Letters
- Letter Templates
- Generating Mailing Labels
- Adding Mail Merges to Material Tracking
- Year-End Communications
Reporting
- Types of Reports
- Executive Reports
- Date Ranges and Dynamic Dates
- Dashboards, Widgets, and Mission Control
- Creating a Report of Updated Existing Accounts
- Year-End Reporting
Fundraising
- Social Fundraising for System Users
- User Guide for your Social Fundraisers
- Anonymous Donations
- In-Kind Donations
- Year-End Donation Entry
- Fundraising Campaigns
Events
- Creating Events
- Managing Event Attendees
- Entering Event Registrations as a System User
- Registering for Multiple Events
- Conditional Ticket Prices
- Marking Event Attendance
Membership
- Getting Started with Memberships
- Membership Settings
- Auto-Renew Memberships
- Organization Group Memberships
- Household Group Memberships
- Membership Custom Forms