{"id":494,"date":"2017-10-06T15:11:52","date_gmt":"2017-10-06T19:11:52","guid":{"rendered":"http:\/\/sites.nd.edu\/ur-training-and-recruiting\/?page_id=494"},"modified":"2020-06-12T12:04:37","modified_gmt":"2020-06-12T16:04:37","slug":"crmnd-help-files","status":"publish","type":"page","link":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/crmnd-help-files\/","title":{"rendered":"crmND Help Files"},"content":{"rendered":"<p><a href=\"http:\/\/crm.nd.edu\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-497 aligncenter\" src=\"http:\/\/sites.nd.edu\/ur-training-and-recruiting\/files\/2017\/10\/crmND.png\" alt=\"\" width=\"432\" height=\"195\" \/><br \/>\n<\/a><\/p>\n<p><a href=\"https:\/\/docs.google.com\/a\/nd.edu\/document\/d\/1h0NVMK5PS80b8s3LQaqEHlqRvuU_6g0PZvi4yzEMFaM\/edit?usp=sharing\">crmND Setup Instructions<\/a><\/p>\n<p><a href=\"https:\/\/drive.google.com\/open?id=1SH80DoGlphk_Re_X92a5imZhWFP73kcO\" target=\"_blank\" rel=\"noopener noreferrer\">Salesforce Mobile App Setup Instructions<\/a><\/p>\n<p>&nbsp;<\/p>\n<h1><em><strong>Quick Reference Guides<\/strong><\/em><\/h1>\n<ul>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/0B7IvLVqLrZ5TajFiNEt1SHNJRkU?usp=sharing\">Data Integrity-BIO<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/0B7IvLVqLrZ5TMWZVeGxkVG5FWmc?usp=sharing\">Fundraiser\/Admin Lightning Experience<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/0B7IvLVqLrZ5TaHZtcXdDalVJMXM?usp=sharing\">Organizations<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/0B7IvLVqLrZ5TLTdRSEpsR2FOS1U?usp=sharing\">Prospect Management<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/0B7IvLVqLrZ5TUkxlOF81cXZDVms?usp=sharing\">General\/Miscellaneous<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/folders\/0B7IvLVqLrZ5Tc0FkY1U4bjZQbTA?usp=sharing\">Badges &amp; Icons<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/open?id=1yNO0Frm_wFdnBWinkDiRmRxRT8Xs2MKlM1fdSl6FV4k\">Institutional Suffix<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/drive\/u\/0\/folders\/1e-YGaaos1BXN_tigejb1eHz8tpCL_l-w\" target=\"_blank\" rel=\"noopener noreferrer\">Tasks<\/a><\/li>\n<\/ul>\n<h1><\/h1>\n<h1><em><strong>Cirrus Insight<\/strong><\/em><\/h1>\n<ul>\n<li><a href=\"http:\/\/Cirrusinsight.com\">Website<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/open?id=1Z6sJvgJ6Qg8-Fic01SDxd3dGJ2FhDqnA\">Installation and login data<\/a><\/li>\n<li><a href=\"https:\/\/www.cirrusinsight.com\/tutorials\">Tutorials and How-to Videos<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/open?id=1J6e_5uI4hICtD9vsNCP-yGrK7wojItYL\" target=\"_blank\" rel=\"noopener noreferrer\">Productivity Points<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<h1>Frequently Asked Questions<\/h1>\n<ul>\n<li><a href=\"https:\/\/docs.google.com\/a\/nd.edu\/document\/d\/1w-NwxI3HX3CNZVkJ40ZUDkRJqFEf2Y-qBPQ4cFMWNO0\/edit?usp=sharing\">crmND FAQs<\/a><\/li>\n<li><a href=\"https:\/\/docs.google.com\/a\/nd.edu\/document\/d\/1HKyYCOFKGc2Sewq1YQEjGHl5EB6n3LWIwEfbBpjoPFI\/edit?usp=sharing\">Cirrus Insights FAQs<\/a><\/li>\n<li><a href=\"https:\/\/docs.google.com\/a\/nd.edu\/document\/d\/1FDW08juWqCvfMLYA43TJWjm5lqra9Axm-8gWtGzpsQc\/edit?usp=sharing\">Salesforce FAQs<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/file\/d\/1vs-m8hg_j3zxZh5aFgNqe8OudJi9TDyc\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">crmND Tasks FAQs<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Tips\/tricks searches, list views, duplicate tab, tile windows, etc&#8230;<\/p>\n<ul>\n<li><a href=\"https:\/\/drive.google.com\/a\/nd.edu\/file\/d\/1baDHCvdL--1yLgdlg5HHQTX1kCak15IW\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">Einstein Search<\/a><\/li>\n<li><a href=\"https:\/\/drive.google.com\/a\/nd.edu\/file\/d\/1vqWQ8O3RoeKU5RjU5kEvy8E2C4yy8P0V\/view?usp=sharing\" target=\"_blank\" rel=\"noopener noreferrer\">List Views<\/a><\/li>\n<li>Duplicate Tab (best for use when reviewing contact reports and then closing tasks)\n<ul>\n<li>Right click on the current tab and then select duplicate tab<\/li>\n<li>New tab appears with the same information<\/li>\n<li>Search for a constituent\/organization to use to compare\/contrast or enter data<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<p>Current Advance Functions<\/p>\n<ul>\n<li>Gifts (Entry and review)<\/li>\n<li>Notes and Attachments (Entity and Proposals)<\/li>\n<li>Proposal Entry<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>crmND Setup Instructions Salesforce Mobile App Setup Instructions &nbsp; Quick Reference Guides Data Integrity-BIO Fundraiser\/Admin Lightning Experience Organizations Prospect Management General\/Miscellaneous Badges &amp; Icons Institutional Suffix Tasks Cirrus Insight Website Installation and login data Tutorials and How-to Videos Productivity Points &nbsp; Frequently Asked Questions crmND FAQs Cirrus Insights FAQs Salesforce FAQs crmND Tasks FAQs &nbsp; [&hellip;]<\/p>\n","protected":false},"author":1391,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-494","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/pages\/494","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/users\/1391"}],"replies":[{"embeddable":true,"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/comments?post=494"}],"version-history":[{"count":27,"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/pages\/494\/revisions"}],"predecessor-version":[{"id":988,"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/pages\/494\/revisions\/988"}],"wp:attachment":[{"href":"https:\/\/sites.nd.edu\/ur-training-and-recruiting\/wp-json\/wp\/v2\/media?parent=494"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}