crmND Setup Instructions

Salesforce Mobile App Setup Instructions

 

Quick Reference Guides

• Data Integrity-BIO
• Fundraiser/Admin Lightning Experience
• Organizations
• Prospect Management
• General/Miscellaneous
• Badges & Icons
• Institutional Suffix
• Tasks

Cirrus Insight

• Website
• Installation and login data
• Tutorials and How-to Videos
• Productivity Points

 

Frequently Asked Questions

• crmND FAQs
• Cirrus Insights FAQs
• Salesforce FAQs
• crmND Tasks FAQs

 

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

• Einstein Search
• 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)
• Proposal Entry