Using NeonCRM
Figuring out how to accomplish something? Need steps to follow? You've come to the right place!
Global Settings & User Management
- Navigating in NeonCRM
- How do I use Fund & Purpose?
- Can constituents cover payment processing fees?
- How do I configure tender & card types?
- How do I add a new User?
- Spam Prevention
Accounts
- How do I use the Timeline?
- Managing Accounts Video
- Data Privacy and Consent
- Account List
- Origin Tracking
- Favorite Accounts
Duplicate Accounts & Constituent Login
- Account Match & Queue
- How do I start using the Account Match & Queue?
- Duplicate Scan
- Merge History
- Finding Duplicates, Converting, and Deleting Accounts
- Constituent Login Portal
Data Migration
- Data Export Tips
- Exporting data from Bloomerang
- Exporting Data from Salsa
- Exporting Data from eTapestry
- Exporting Data from QuickBooks
- Exporting Data from FileMaker Pro
Importing Data
- Import Manager Troubleshooting
- Importing Data in NeonCRM
- Importing Data with Special Characters
- How do I review my professional import?
- Preparing Membership Data
- Importing Accounts and Transactions In a Single Spreadsheet
Payment Gateway
Forms & Web Pages
- Configuring Standard Web Forms
- Custom Forms
- How do I remove the Company button?
- Custom Forms video
- How do I connect NeonCRM Forms to my website?
- Alternate Web Templates
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
- Letter Merge
- External Letter Merge
- Generating Mailing Labels
Reporting
- Types of Reports
- Geocoding and Radius Search
- Executive Reports
- Date Ranges and Dynamic Dates
- Dashboards, Widgets, and Mission Control
- Basic Reporting Procedure
Fundraising
- How do I accept, manage, and acknowledge Tribute donations?
- Peer to Peer Fundraising video
- Peer-to-Peer Fundraising for System Users
- User Guide for your Peer-to-Peer Fundraisers
- Anonymous Donations
- In-Kind Donations
Events
- Creating Events
- Event Detail Page
- Ticket Prices
- Conditional Ticket Prices
- Event Wait List
- Event Sessions
Membership
- How do I create & manage Membership Levels?
- How to Renew a Membership
- Who are my members?
- Adding Members
- Membership Settings
- Household Group Memberships
Moves Management
Action Log
Automation
CRA Compliance
Store
- Setting Up & Managing your Online Store video
- Store Products
- Digital File Download Products
- Store Inventory
- Store Settings
- Store Orders