Navigating CRM360

Navigation is the best place to start to get you acquainted with the CRM360 interface. Use these articles to help you maneuver the CRM360 home page.

Categories (2)

CRM360 Overview Information

CRM360 Overview information displays basic information regarding the constituent record including balance, web credentials, and engagement.
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CRM360 Latest Interactions Informatoin

CRM360 Latest Interactions is the place to find the top 5 interactions a constituent has had with the association. This includes the individuals Receipts, Orders & Donations, and Activities.
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Articles (9)

Adding an Alert to a Constituent

Adding an Employee or Family Member in CRM360

Adding/Changing a Constituent's Image

CRM360 Header Information

CRM360 Involvement Information

Deceased Members

Navigating CRM360

Refreshing CRM360

Screen Tasks