Your existing data may be coming from multiple sources, some electronic, some paper based and some residing in people's memory. "Mapping" refers to the activity of taking existing data that was labeled in a certain way and "slotting" it into your CRM. This is a very important step and skipping it may cause undesired consequences in the future. For example, you may not be able to control or report on data the way you expect.
This article covers the main building blocks that your CRM uses to store data and offers advice on how to transfer and organize your existing data. Using your CRM successfully depends on storing data in the right place and in the right way, which can only happen with some thoughtful planning of mapping your data into your CRM .
We'll cover different ways to find the information you've stored in your system.
We will start off with some simple searches and then move on to more advanced techniques.
Beginners should be familiar with Quicksearch and Advanced Search.
There are three main reasons to search:
Your Portal needs an identity. Internet standards require this when sending mass emails to prevent spam and also when creating invoicing or receipts if you decide to take donations. In this tutorial we'll review and modify this information.
Salvation Army Echelon, the official young adult auxiliary of The Salvation Army, is the product of an idea that began in Dallas, Texas in 2010. Echelon is the next generation of community action for the Salvation Army. Men and women age 21 to 35 engage in networking, fundraising and community service in chapters across the U.S.