Forms

This is where your forms for data entry and printing are stored. You can edit and make a new form here as well.

Exports

Export Formats: You can create new export formats here, and view export formats you have created.

Phone Services

RoboCalls: You can view and search for past and scheduled RoboCalls.

RoboSurveys: You can view and search for past and scheduled RoboSurveys

Recordings: Listen to and record audio for RoboCalls

RoboSurvey Scripts: You can add, view and search for RoboSurvey scripts that were made

RoboCall Accounts: You can add, view and search for RoboCall accounts that were made

Users

Managing and Editing User Accounts: You can view, edit and add users in the database.

User Groups: Create and edit user groups

Codes • Questions • Scripts

Source Codes: You can add and edit source codes, which are codes applied specifically to monetary transactions and form submissions.
Tags: Add and edit tags, which can be applied to contacts, events, locations.

Activist Codes: Add and edit activist codes, which can be added to contacts as a way to track and segment them. We have a video on Activist Codes you can find here.

Survey Questions: Add and edit survey questions

Scripts: Create and edit scripts

Note Categories: Add and edit note categories

Campaigns and Contents

Campaigns: Set up and manage campaigns

Campaign Types: Set up and manage campaign types

Engagement Types: Set up and manage engagement types

Contents: Set up and manage contents

Content Types: Set up and manage content types.

Contributions

Adding Contributions: Where you can add new contributions.

Contributions: You can view contributions here.

Recurring Commitments: You can view recurring commitments here.

Events

Event Roles: Create and edit event roles

Event Types: Create and edit event types

Locations: Create and edit locations.

Monitor the System

Log In History: View the last 200 system log ins

Most Frequent User Report: View access summarized by most frequent users

User Activity Report: View log of user exports, bulk uploads, and list cutting

Advanced

Bank Accounts: For tracking what contributions have been deposited into a bank account. This is useful if you have multiple bank accounts or if you have to report it for compliance purposes.

Giving History Recipients: This is where you create the actual candidates or organizations who can be recipients of giving history.

Relationships: List of relationships

Custom Fields: View all custom fields