Admin
How-to guides on managing accounts and user groups. Using auditing and integrations.
By Cristiana1 author26 articles
General system settings
General guides and information on system settings.
- Product requests/changesThis article explains how to get access to our ideas portal which will allow you to submit product enhancement requests to us directly.
- List of permissions levelsThis article provides a list of the permissions available that can be given to users.
- Sort columns by ascending or descending orderSort columns in your forms by ascending or descending order to organise your data.
- Add reports to the home screenLearn how to add reports to your Dashboard, adjust panel sizes, and manage Dashboard tabs for a personalised view in Access Charity CRM.
- Use the Access Charity CRM dashboardLearn how to add reports and adjust panels in your CRM dashboard for a tailored overview.
- Valid file types and extensionsThis article provides a list of valid file types and extensions.
- Create a new field that uses a dropdownThis article explains how to create a dropdown field using the In-App developer.
- Use Global UpdateThis article explains how to use global update and how to blank or delete values out of the Contact table.
- Use auditingAdd fields to the audit trail and audit on a specific account user or serial number by following these steps.
- Clear your browser historyFollow these steps to clear your browser's history, cache and cookies.
- Slow PerformanceFollow this guidance if your system is slow or if you are getting timeout errors when trying to perform a task.
Users
Set up new user and permissions.
- Create new users and set permissionsCreating new users is handled through Access Evo instead of within Charity CRM. This article explains how.
- Error: 'There are no available licenses left for you to use'This article explains what to do when receiving the message 'There are no available licenses left for you to use'.
- Action manager: Prepare actions for usersLearn how to create, edit and manage tasks and reminders for users in the action manager.
- Add or remove user permissionsFind out how to add or remove permission levels for user accounts and understand the access levels available throughout the system.
Searching
How-to guides on searching via Charity CRM.
- Advanced SearchingIn this article, we explain how to use Advanced searching in Access Charity CRM.
- Change a saved searchFollow these steps to exclude contacts that meet certain criteria when loading a saved search to a mailing.
- Edit an existing saved searchLearn how to update an existing saved search by modifying its criteria and overwriting the original saved version.
- Delete saved searchesThis article explains how to delete saved searches and details any potential risks involved.
- Find the criteria behind a saved searchCheck which filters and criteria have been applied to your saved search on a form.
- Search for contacts within a radiusFollow these steps to perform a radius search.
- Save a searchLearn how to save your search criteria in the contact form so you can quickly run the same search again later.
Lookups
How-to guides for the Lookups submenu under Admin.
- Default source and destination codesChange the value of the default source and destination codes in the system.
- Financial year end not in lookup valuesResolve missing financial year end values when entering date ranges for tax claims.
- Add default payment types for batchesUpdate your list of default payment types by adding new values to the lookup configuration, ensuring only preferred types appear when creating batches.
- Understand and use lookupsThis article explains where to find lookups and how to update them.