FAQ & Tips

Common Support Items

• Common Issues & Solutions
• Contacting NeonCRM Technical Support
• NeonCRM Scheduler
• How do I train & certify in NeonCRM?
• How to Search for Existing Accounts
• Fraudulent Transactions

See all 16 articles

Database Management

• Creating a Test Account
• Custom Dashboard Ideas
• How do I check my remaining consultation time?
• Writing a Policies and Procedures Manual for NeonCRM

Duplicates & Login

• Dealing with Duplicates
• Encouraging Constituent Login on NeonCRM Web Forms
• How do I encourage people in the database to create a login name & password?

Communication Tips

• Managing Subscribers for a Newsletter video
• Conditional Emails for Tribute Donations
• Create a Conditional System Email or Letter for Recurring Donations
• Create a Custom Newsletter Subscription Form
• Create an email audience of current members
• Segmenting Email Audiences Using Account Custom Fields

See all 7 articles

Transaction Tips

• Associating Events and Donations
• Cancelling and Deleting Transaction Records
• Event Early Bird Ticket Pricing
• How can my donors select a donation campaign?
• How do I give event discounts to specific types of constituents (such as members)?
• Instructions for your Peer-to-Peer Fundraisers with Teams

International Tips

• How do organizations based outside of the US process payments?
• Configuring Forms for International Payments
• Languages & International Currencies

Year-End

• How do I send Year-End Appeals?
• How do I send Year-End Receipts?
• Year-End Reporting

Moves Management Tips

• Advanced Grant Ideas