Blog

Article #6 - Mapping Your Data


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.

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Article #5 - Data Overview


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 .

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Article #4 - Searching

 

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:

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Article #3 - Menu, Dashboard and Dashlets


This this article we will give you an overview of the Backoffice dashboard (it's 'home page') and the navigation menu.


The navigation menu

The navigation menu is a small bar at the top of every Backoffice page.

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Article #2 - Review Your Organization Information


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.

 

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Article #1 - Login and Access Your Backoffice

 

Step 1: Head over to you campaign portal and click "Login" at the bottom of the page.
 


Step 2: Enter your login credentials and click "Log in"
 

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THE SALVATION ARMY ECHELON: MANAGING MULTIPLE CHAPTERS WITHIN ONE SITE

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.

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How to import contacts

How to import contacts
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What is a sales funnel and how CRM systems handle it?

What is a sales funnel and how CRM systems handle it?
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