CRM
View and create contacts, mailings and more in the central module of Access Charity CRM.
By Cristiana1 author4 articles
Mailings
Create and send out mailings.
Create a mailingFollow this guidance to send emails to multiple people at once.
Consents
Set up and update consents.
Manage communication purposesThis article explains how to stop the to date applying for consents.
Contacts
Create, import and edit contacts by following these guides.
Change a contact's preferred address, email or phone numberFollow these steps to change a contact's preferred email address or make bulk changes to contacts.
Merge Contact RecordsFollow these steps to combine contact records.