CRM
View and create contacts, mailings and more in the central module of Access Charity CRM.
By Cristiana1 author8 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.
Merge Contact RecordsFollow these steps to combine contact records.
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.
Find and delete inactive contactsThis article outlines the checks the system goes through to determine if a contact is inactive or not.
Set up new relationship typesFollow these steps to set up new relationship types.
Mark and unmark a contact as deceasedFollow these steps to mark and unmark a contact as deceased.
Actions
Troubleshoot issues with Actions within the CRM module.
Action emails not receivedThis article explains why email notifications for actions may not be received and how to resolve this.