crmND Help Files


crmND Setup Instructions

Salesforce1 Mobile App Setup Instructions

 

Quick Reference Guides

Cirrus Insight

 

Frequently Asked Questions

 

Tips/tricks searches, list views, duplicate tab, tile windows, etc…

  • Searches
  • List Views
  • Duplicate Tab (best for use when reviewing contact reports and then closing tasks)
    • Right click on the current tab and then select duplicate tab
    • New tab appears with the same information
    • Search for a constituent/organization to use to compare/contrast or enter data

 

Current Advance Functions

  • Gifts (Entry and review)
  • Notes and Attachments (Entity and Proposals)
  • Lou and Fr. John “Thank You” letters in contact reports
  • Proposal Entry (Edits may still be made in the Portfolio RoadmApp