Admin
How to guides on admin actions such as setting up source and destination codes and financial periods.
By Cristiana1 author3 articles
Request a BackupRequesting an export of a full data backup of our Access Charity CRM database in a .bak. File type.
Add Source and Destination CodesThis article explains how to add Source and Destination Codes, change the default source code and record income from segments of a mailing.
Quick Search returns no resultsFollow these steps if you are searching for a person you know is on the database and can't find them.
