CRM Module

CRM

• Overview
• CRM
• Customer Action Topics
• Scoring Topics
• Mass Replace
• Fax
• Phone

Individuals

• Individual Profile
• Individuals Overview
• Adding an Individual
• Add and Edit Address
• Add and Edit Phone
• Add and Edit Individual Website
• Adding a Congressional Relationship

See all 15 articles

Households

• Household Profile
• Households
• Adding a Household
• Adding a Household Relationship
• Adding a Chapter Membership from the Household Profile
• Adding a Membership from the Household Profile
• Find Households

See all 8 articles

Organizations

• Child Forms
• Organization Profile
• Organizations Overview
• Organization Setup
• Adding an Organization
• List Organizations
• Find Organizations
• Organization - Address Correction

See all 13 articles

Assignments

• Assignment Profile
• Assignments
• Adding an Assignment
• Add Assignment (Individual)
• Add Assignment (Group)
• Editing the Assignment
• Find Assignments

See all 7 articles

Advocacy Issue

• Advocacy Issue
• Advocacy Issue Profile
• Adding Advocacy Issues
• Edit an Advocacy Issue
• Find Advocacy Issue
• List Advocacy Issues

See all 8 articles

Integrations

• CRM Integrations

Document

• Document
• Add Contact Document
• Edit Document
• Find Contact Document
• List Document

Payments

• Payment Profile
• Payments
• Add Payment
• Find Payments
• List Payments

Customer Action Type

• Customer Action Type Profile
• Customer Action Type
• Adding Action Types
• Find Customer Action Type
• List Customer Action Subtype

Requests

• Request Profile
• Requests
• Request Fulfillment
• Adding a Request
• Find Requests
• List Requests

Invoice

• Invoice Profile
• Invoice
• Find Invoice
• List Invoices

Scoring Scale

• Scoring Scale Profile
• Scoring Scales
• Find Scoring Scale
• List Scoring Scale

Scoring Weight

• Scoring Weight Profile
• Scoring Weight
• Find Scoring Weight
• List Scoring Weight

Scoring Scale Composite

• Scoring Scale Composite
• Edit Scoring Scale Composite
• Find Scoring Scale Composite
• List Scoring Scale Composite

Customer Action

• Customer Action
• Edit Customer Action
• Find Customer Action
• List Customer Action

AScore Range History

• A-Score Range History
• Edit AScore Range History
• Find AScore Range History
• List AScore Range History

Customer Action Score

• Customer Action Score
• Edit Customer Action Score
• Find Customer Action Score
• List Customer Action Score

Activities

• Customer Activity
• Edit Customer Activity
• Find Customer Activity
• List Customer Activities

Address

• Address Validation
• Address Hold
• Seasonal Address
• Bad Address
• Address Error Log

Scoring Customer History

• Scoring Customer History
• Edit Scoring Customer History
• Find Scoring Customer History
• List Scoring Customer History

Customer Action Subtype

• Customer Action Subtype
• Edit Customer Action Subtype
• Find Customer Action Subtype
• List Customer Action Subtype

Customer Action Subtype X Interest

• Customer Action Subtype X Interest
• Edit Customer Action Subtype X Interest
• Find Customer Action Subtype_X_Interest
• List Customer Action Subtype X Interest

Home

• Home Profile
• Home
• Customer ID