CRM Quick Reference

Reset

Create It: Creating a Letter Campaign – Year-End Tax Letter

Create It Beginner Set Up CRM CRM Client Orientation Letter Campaign System Communication Year-End Tax Letter

Create It: Adding your Logo, Favicon, and Header Image

Orientation Adding a logo Create It Beginner Set Up CRM CRM Client Orientation

Create It: Creating an Email Campaign - Year-End Appeal

Create It Beginner Set Up Email Campaigns CRM CRM Client Orientation System Communication Year-End Appeal

Create It: Adding a Donation

Orientation Create It Beginner Set Up Donations CRM CRM Client Orientation

Create It: Adding a User to Neon CRM

Orientation Create It Beginner Set Up CRM CRM Client Orientation Adding Users

Create It: Building a Membership Custom Field

Create It: Create a New Membership Level

Create It Beginner Set Up Membership Levels Memberships CRM CRM Client Orientation

Create It: Creating a Conditional Email for In-Kind Gifts

Orientation System Emails Create It Communication Beginner Emails Conditional Actions CRM CRM Client Orientation Conditional Emails

Create It: Creating a Custom Theme

Themes Create It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme

Create It: Creating a Donation Form

Create It Beginner Donations Donation Form CRM CRM Client Orientation

Create It: Creating a New Account

Orientation Account Management Create It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Create It: Creating a System Email Version – Event Reminder

System Emails Create It Beginner CRM CRM Client Orientation Event Reminder System Communication

Create It: Creating an Email Version

Orientation System Emails Create It Communication Beginner Emails CRM CRM Client Orientation

Create it: Creating Sequential Emails

System Emails Create It Communication Beginner Set Up Emails CRM CRM Client Orientation

Create It: Customizing Your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Create It: Editing Membership Settings

Create It Membership Beginner Membership Settings CRM CRM Client Orientation Editing Membership Settings

Create It: Importing Your Account Data

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Importing Your Donation Data

Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Create It: Importing Your Event Registration Data

Create It Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Importing Your Membership Data

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Integrating Eventbrite

Create It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Create It: Navigate Neon CRM

Orientation Navigating CRM Create It Beginner CRM CRM Client Orientation

Create It: Pre-Configuring Field Values in Neon CRM

Create It Beginner Set Up CRM CRM Client Orientation

Create It: Preparing Your Account Data for Import

Data Conversion Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Preparing your Event Registration Data for Import

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Preparing Your Donation Data for Import

Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Create It: Preparing Your Membership Data for Import

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Set up Neon Pay

Neon Pay Orientation Create It Beginner Set Up

Create It: Setting Membership Levels

Create It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation

Create It: Setting Membership Terms

Create It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

Create It: Update Your Membership Form With a New Membership Custom Field

Practice It: Creating an Email Audience - Year-End Appeal

Practice It Beginner Set Up Email Audiences CRM CRM Client Orientation System Communication Year-End Appeal

Practice It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Practice It Beginner Set Up CRM CRM Client Orientation

Practice It: Adding a User to Neon CRM

Orientation Practice It Beginner Set Up CRM CRM Client Orientation Adding Users

Practice It: Building a Membership Custom Field

Practice It: Create a Membership Level, Terms and Pricing

Practice It Beginner Set Up Membership Levels Memberships CRM CRM Client Orientation Membership Terms

Practice It: Create Sub-Member Terms and Pricing

Practice It Beginner Set Up CRM CRM Client Orientation Sub-member terms Sub-member pricing

Practice It: Creating a Conditional Email - Legacy Event Reminder

Practice It Beginner Set Up CRM CRM Client Orientation Conditional Emails Event Reminder System Communication

Practice It: Creating a Conditional Letter

System Letters Communication Practice It Beginner Set Up Letters Conditional Actions CRM CRM Client Orientation

Practice It: Creating a Custom Theme

Themes Practice It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme

Practice It: Creating a CRM Donation Form

Practice It Beginner Donations Donation Form CRM CRM Client Orientation

Practice It: Creating a Letter Campaign – Year-End Tax Letter

Practice It Beginner Set Up CRM CRM Client Orientation Letter Campaign System Communication Year-End Tax Letter

Practice It: Creating a Letter Version

System Letters Communication Practice It Beginner Set Up Letters CRM CRM Client Orientation

Practice It: Creating a New Account

Orientation Account Management Practice It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Practice It: Creating a System Email – Event Registration

System Emails Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation System Communication

Practice It: Creating an Email Version

Orientation System Emails Communication Practice It Beginner Emails CRM CRM Client Orientation

Practice It: Importing Your Account Data

Practice It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Practice It: Importing Your Donation Data

Data Conversion Practice It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Practice It: Importing Your Event Registration Data

Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation

Practice It: Importing Your Membership Data

Practice It Data Membership Beginner Set Up CRM CRM Client Orientation

Practice It: Printing a System Letter

System Letters Communication Practice It Beginner Letters CRM CRM Client Orientation

Practice It: Updating Membership Forms to Include Custom Fields

Read It: Adding a Donation

Orientation Read It Beginner Set Up Donations CRM CRM Client Orientation

Read It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Read It Beginner Set Up CRM CRM Client Orientation

Read It: Adding a User to Neon CRM

Orientation Read It Beginner Set Up CRM CRM Client Orientation Adding Users

Read It: Creating a New Account

Account Management Read It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Read It: CRM Overview

Orientation Navigating CRM Read It Beginner Set Up CRM CRM Client Orientation

Read It: Customizing your Organization Profile

Orientation Customize Organization Profile Read It Beginner Set Up CRM CRM Client Orientation

Read It: Editing Membership Settings

Watch It: Adding a Donation

Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Adding a User to Neon CRM

Orientation Watch It Beginner Set Up CRM CRM Client Orientation Adding Users

Watch It: Building a Membership Custom Field

Watch It Membership Beginner Set Up CRM

Watch It: Creating a Conditional Email - In-Kind Gifts

Orientation System Emails Watch It Communication Beginner Emails Conditional Actions CRM CRM Client Orientation

Watch It: Creating a Conditional Email - Legacy Event Reminder

Watch It Beginner Set Up CRM CRM Client Orientation Conditional Emails Event Reminder System Communication

Watch It: Creating a Custom Web Theme

Themes Watch It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme

Watch It: Creating a CRM Donation Form

Watch It Beginner Donations Donation Form CRM CRM Client Orientation

Watch It: Creating a Letter Template

System Letters Watch It Communication Beginner Set Up Letters CRM CRM Client Orientation

Watch It: Creating a New Account

Orientation Account Management Watch It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Watch It: Creating a System Email – Event Registration

System Emails Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation System Communication

Watch It: Creating an Email Audience – Year-End Appeal

Watch It Beginner Set Up Email Audiences CRM CRM Client Orientation System Communication Year-End Appeal

Watch It: Creating an Email Version

Orientation System Emails Watch It Communication Beginner Emails CRM CRM Client Orientation

Watch It: Creating Membership Due and Overdue Emails

System Emails Watch It Communication Membership Beginner Set Up Emails CRM CRM Client Orientation

Watch It: Creating System Email and Letter Settings

System Emails Watch It Communication Beginner Letters Emails CRM

Watch It: CRM Overview

Orientation Navigating CRM Watch It Beginner CRM CRM Client Orientation CRM Overview

Watch It: Customizing your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Editing Membership Settings

Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Editing Membership Settings

Watch It: Importing Your Account Data (With and Without Account IDs)

Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Watch It: Importing Your Donation Data (With and Without Account IDs)

Data Conversion Watch It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Watch It: Importing Your Event Registration Data (With and Without Account IDs)

Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation

Watch It: Importing Your Membership Data (With and Without Account IDs)

Watch It Data Membership Beginner CRM CRM Client Orientation

Watch It: Integrating Eventbrite into Neon CRM

Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Watch It: Pre-Configuring Field Values in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Preparing Your Donation Data for Import

Data Conversion Watch It Data Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Setting Membership Levels & Terms

Watch It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation

Watch It: Setting Membership Terms

Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

Watch It: Start Building a New Membership

Watch It Membership Beginner Set Up Memberships CRM Neon Membership CRM Client Orientation

Watch It: Updating Membership Forms to Include Custom Fields

Watch It: Add a Portal Login Message

Practice It: Create a Portal Login Message

Watch It: Turning On and Off CLP Portal Sidebar Menu Options

Watch It: Adding New CLP Portal Sidebar Menu Options

Watch It: Rename an Option in the CLP Portal Sidebar Menu

Practice It: Modify the CLP Sidebar Menu

Watch It: Add a Member Directory

Practice It: Adding a Member Directory

Watch It: Add Member-Only Content Pages

Practice It: Adding Member-Only Content Pages

Read It: Turning On and Off CLP Sidebar Menu Options

Read It: Adding New CLP Sidebar Menu Options

Read It: Rename an Option in the CLP Sidebar Menu

Read It: Add a Member Directory

Read It: Add Member-Only Content Pages

Watch It: Create Custom Fields

Create It: Create Custom Fields

Practice It: Create Custom Fields

Watch It: Registration Discounts

Create It: Registration Discounts

Practice It: Registration Discounts

Watch It: Configure Display Settings

Watch It: Topics and Categories

Create It: Topics and Categories

Read It: Create Custom Fields

Read It: Registration Discounts

Read It: Configure Display Settings

Read It: Topics and Categories

Watch It: Adding Sessions

Legacy Event Sessions

In this course you will learn how to use Legacy Event Sessions.

Practice It: Adding Sessions

Watch It: Adding Merchandise

Create It: Adding Merchandise

Practice It: Adding Merchandise

Read It: Adding Sessions

Read It: Adding Merchandise

Create It: Adding Sessions

Watch It: Editing the Status of Multiple Activities

Watch It: Editing the Custom Status of Multiple Prospects

Watch It: Editing Assignee of Multiple Grants

Watch It: Creating a Prospect and Adding an Activity

Read It: Editing the Status of Multiple Activities

Read It: Editing Assignee of Multiple Grants

Read It: Editing the Custom Status of Multiple Prospects

Read It: Creating a Prospect and Adding an Activity

Watch It: Connecting Neon CRM with QuickBooks

Create It: Connecting Neon CRM to QuickBooks

Watch It: Mapping CRM Transactions to QuickBooks

Create It: Mapping CRM Transactions to QuickBooks

Practice It: Creating a Test Transaction

Practice It: Syncing Test Transactions to QuickBooks

Create It: Syncing a Test Transaction to QuickBooks

Watch It: Unlocking and Editing a Transaction Record

Practice It: Unlocking and Editing a Transaction Record

Watch It: Viewing Payouts in Neon CRM

Create It: Viewing Payouts in Neon CRM

Watch It: Viewing Payouts in Neon Pay

Practice It: Viewing Payouts in Neon Pay

Read It: Connecting Neon CRM with QuickBooks

Read It: Mapping CRM Transactions to QuickBooks

Watch It: Enabling the Account Match Feature

Practice It: Enabling the Account Match Feature

Create It: Enabling the Account Match Feature

Watch It: Viewing and Reconciling Accounts in the Partial Match Queue

Create It: Viewing and Reconciling Accounts in the Partial Match Queue

Watch It: Conducting a Duplicate Scan

Create It: Conducting a Duplicate Scan

Watch It: Executing a Bulk Update

Create It: Executing a Bulk Update

Watch It: Performing an Account Batch Update

Create It: Performing an Account Batch Update

Watch It: Enabling the Email Link Authentication Feature

Create It: Enabling the Email Link Authentication Feature

Watch It: Enabling the Login Prompt Feature

Create It: Enabling the Login Prompt Feature

Read It: Unlocking and Editing a Transaction Record

Read It: Viewing Payouts in Neon CRM

Read It: Viewing Payouts in Neon Pay

Read It: Viewing and Reconciling Accounts in the Partial Match Queue

Read It: Conducting a Duplicate Scan

Read It: Executing a Bulk Update

Read It: Performing an Account Batch Update

Read It: Enabling the Email Link Authentication

Read It: Enabling the Login Prompt Feature

Read It: Accessing Live CRM Training

Practice It: Adding Ticket Prices for a Tiered Venue

Watch It: Using Dynamic Dates in Criteria

Practice It: Create a Report with Dynamic Dates

Watch It: Using Search Groups in a Report

Watch It: Savings Report Configurations

Watch It: Sharing a Report

Read It: Creating an Assigned Seating Event

Read It: Creating a General Admission Seating Event

Read It: Creating an Online Event

Watch It: Adding a Discount Code

Create It: Adding a Discount Code

Read It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Read It: Adding a New Ticket Type to an Existing Assigned Seating Event

Read It: Adding a Discount Code

Watch It: Creating a Venue Seat Map

Watch It: Adding Venue Objects

Watch It: Adding Seat Map Tiers

Create It: Creating a Venue Seat Map

Create It: Adding Venue Objects

Create It: Adding Seat Map Tiers

Read It: Creating a Venue Seat Map

Watch It: Purchasing Tickets for a General Admission Seating Event or an Online Event on Behalf of a Constituent

Watch It: Completing the Event Check-In Process - Manual Check-In

Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent

Create It: Completing the Event Check-In Process - Manual Check-In

Read It: Purchasing Tickets for an Online or General Admission Seating Event on Behalf of a Constituent

Read It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Read It: Completing the Event Check-In Process

Read It: Using Dynamic Dates as Criteria in Reports

Read It: Sharing a Report

Read It Beginner Optional CRM Share Reports Data Entry & Reporting

Read It: Saving Report Configurations

Read It: Exporting a Report

Read It: Editing Criteria and Columns in Reports

Read It: Creating a New Report

Watch It: Adding Sub-Members

Practice It: Adding Sub-Members

Create It: Adding Sub-Members

Read It: Copying an Existing Event

Watch It: Activating a One-Click Workflow

Create It: Activating a One-Click Workflow

Watch It: Editing and Cloning a One-Click Workflow

Create It: Editing a One-Click Workflow

Create It: Cloning a One-Click Workflow

Watch It: Testing a One-Click Workflow

Create It: Testing a One-Click Workflow

Watch It: Adding a New Ticket Type to an Existing Assigned Seating Event

Watch It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Create It: Adding a New Ticket Type to an Existing Assigned Seating Event

Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Watch It: Creating a Venue Event with General Admission Seating

Create It: Creating a Venue Event with General Admission Seating

Watch It: Creating a Venue Event with Assigned Seating

Create It: Creating a Venue Event with Assigned Seating

Watch It: Creating an Online Event

Create It: Creating an Online Event

Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Watch It: Completing the Event Check-In Process - QR Code Scan Check-In

Watch It Intermediate Events Optional CRM Event Check-In QR Code

Create It: Completing the Event Check-In Process - QR Code Scan Check-In

Read It: Completing the Event Check-In Process - Manual Check-In

Read It: Completing the Event Check-In Process - QR Code Scan Check-In

Read It: Activating a One-Click Workflow

Read It: Editing a One-Click Workflow

Read It: Cloning a One-Click Workflow

Read It: Testing a One-Click Workflow

Watch It: Creating Custom Fields for Campaign Donation Forms

Watch It: Creating a Campaign Donation Form

Watch It: Creating a Campaign Landing Page

Watch It: Using the Campaign Goal Meter

Create It: Creating Custom Fields for Campaign Donation Forms

Watch It: Creating a Campaign

Watch It: Using the Campaigns List Page

Create It: Creating a Campaign Landing Page

Create It: Using the Campaign Goal Meter

Create It: Using the Campaigns List Page

Watch It: Renewing a Membership without Sub-Members

Watch It: Renewing a Membership with Sub-Members

Create It: Adding a Membership as a System User

Create It: Adding a Sub-Membership as a System User

Create It: Renewing a Membership without Sub-Members as a System User

Create It: Renewing a Membership with Sub-Members as a System user

Read It: Creating a Donation Form Custom Field

Read It: Creating a Campaign

Read It: Creating a Campaign Donation Form

Read It: Creating a Campaign Landing Page

Read It: Using the Campaign Goal Meter

Read It: Using the Campaigns List Page

Watch It: Enabling the Notify Me Waitlist (1:40)

Watch It: Adding a Constituent to a Notify Me Waitlist as a System Admin (1:45)

Watch It: Enabling the Priority Listing Waitlist (2:06)

Watch It: Adding a Constituent to a Priority Listing Waitlist as a System Admin (2:03)

Watch It: How Do Constituents Add Themselves to a Waitlist? (2:10)

Watch It: Managing a Notify Me Waitlist (1:47)

Watch It: Managing a Priority Listing Waitlist (2:36)

Watch It: Selling a Ticket to a Constituent on a Priority Listing Waitlist (1:35)

Create It: Enabling the Notify Me Waitlist

Create It: Adding a Constituent to a Notify Me Waitlist as a System Admin

Create It: Enabling the Priority Listing Waitlist

Create It: Adding a Constituent to a Priority Listing Waitlist as a System Admin

Create It: Selling a Ticket to a Constituent on a Priority Listing Waitlist

Read It: Events Waitlist - Notify Me

Read It: Events Waitlist - Priority Listing

Read It: Linking an Existing Donation Form to an Existing Campaign

Read It: Creating and Adding a Custom Form Field to an Existing Donation Form

Read It: Setting Membership Levels & Terms

Watch It: Manually Adding a Membership

Watch It: Manually Adding a Sub-Membership

Read It: Adding a Company Membership

Read It: Adding a Sub-Membership to a Company Membership

Read It: Adding a Sub-Membership to an Individual Membership

Read It: Adding an Individual Membership

Read It: Renewing a Membership without Sub-Members

Read It: Renewing a Membership with Sub-Members

The Catalyst Initiative

Catalyst for Sustainable Impact