CRM
View and create contacts, mailings and more in the central module of Access Charity CRM.
By Cristiana1 author41 articles
Mailings
Create and send out mailings.
- Create a mailingFollow this guidance to send emails to multiple people at once.
- Mailing export incorrectFollow these steps if a mailing export shows incorrectly.
- Log letters created outside of CRMFollow these steps to log letters made outside of Access Charity CRM.
- Segment a mailingFollow these steps to correctly segment a mailing.
- Salutations not pulled from PreferencesFollow the guidance in this article if the incorrect salutation is being pulled from Preferences.
- Communication blocksThis article explains how to set up communication blocks which restrict communication with a contact.
- Receipt a paymentFollow these steps to create a receipt for a payment or batch of payments.
- Exclude contacts from a mailingFollow these steps to exclude contacts from a mailing.
- Use different addresses for mailingsFollow these steps to set up different addresses for different mailings.
- Mailing 'Exclude Ref' functionExclude Ref in a mailing excludes people who didn't receive the previous mailing.
- Acknowledge a batch of paymentsFollow these steps to acknowledge a batch of payments.
- Create letter rulesThis article explains how to create letter rules and apply them to mailing templates.
- Create an email mailingThis article explains how to create and manage email mailings, including building recipient lists and configuring mailing options.
- Dedupe a mailing by householdYou can dedupe a mailing by household by following the steps in this article.
- Soft credit an existing communicationLearn how to assign a soft credit for a communication record to another contact using the Contacts module.
- Log a received email against multiple contactsUnderstand how to record a received email against more than one contact in Charity CRM.
Consents
Set up and update consents.
- Manage communication purposesThis article explains how to stop the to date applying for consents.
- Delete Communication Purpose from a contactIt's possible to remove the purpose from a contact if they remove consent by following the steps in this article.
- Add any contact as a preferenceThis article explains how to add and remove any contact as a preference and how to add the address to the correct record under Preferences.
- Bulk update consentsFollow these steps to bulk update consents by adding them to a group.
- Add purposes to contactsThis article explains which default mailing consents are used to exclude records from a mailing.
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.
- Create profilesThis article explains how to create a profile and add it to a contact record.
- Archive an existing relationshipFollow these steps to archive an existing relationship.
- Remove a first name from an organisationUse this workaround to remove a first name from an organisation.
- Salutations show incorrectly on a contactFollow these guidance to troubleshoot salutations showing incorrectly.
- Edit or delete sticky notesThis article explains how to amend or remove a sticky note from the system.
- Populate Primary CategoryThis article explains how to edit the PrimaryCategory lookup values.
- Set a record owner on a contactThis article explains how to assign or change the record owner of a contact.
- Check for duplicate contact recordsThis article explains how to identify, review, and merge duplicate contact records in Access Charity CRM using both global and individual duplicate checks.
- Remove profiles in bulkDiscover how to quickly remove profile combinations from multiple contacts in Access Charity CRM.
- Delete a contact recordFind out how to delete a contact from the CRM module, and learn what to do if you need to keep related data like payments.
- Donor stagesThis aticle explains what the donor stages are in Access Analytics for Access Charity CRM.
- Extra lines in exported addressesRemove unwanted extra lines between address line 1 and the post code.
Actions
Troubleshoot issues with Actions within the CRM module.