FAQ & Tips

Common Support Items

• Common Issues & Solutions
• Contacting NeonCRM Technical Support
• NeonCRM Scheduler
• How to Search for Existing Accounts
• Fraudulent Transactions
• Donations vs. Memberships in NeonCRM

See all 16 articles

Database Management

• Creating a Test Account
• Custom Dashboard Ideas
• How do I check my remaining consultation time?
• Configuring Forms for International Payments
• Languages & International Currencies
• 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

• Conditional Emails for Honor/Memory 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
• Notify a system user of a new online donation

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 Social Fundraisers with Teams

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

Archive

• Getting Started with NeonCRM: for System Users
• Getting Started with NeonCRM: Store