Stratly Resource Centre

The CRM

  • Creating Views
  • The Contact Profile
  • Merging Contacts
  • What is the CRM
  • Viewing a donor's donation history
  • Adding contacts
  • Searching for contacts
  • Groups
  • What are Contacts?

Categories

  • Administrative Requirements and Settings
  • Bambora
  • Campaigns
  • Quick Links
  • Donations
  • Memberships
  • Pledges
  • Reports
  • Tax Receipts
  • The CRM
  • The Dashboard
  • The Funding Portal and Gift Proposals
  • User Profile Options
  • Volunteers
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