Admin
How to guides on managing accounts and user groups. Using auditing and integrations.
By Cristiana1 author20 articles
- List of permissions levelsThis article provides a list of the permissions available that can be given to users.
- 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.
- Slow PerformanceFollow this guidance if your system is slow or if you are getting timeout errors when trying to perform a task.
- Clear your browser historyFollow these steps to clear your browser's history, cache and cookies.
- Use auditingAdd fields to the audit trail and audit on a specific account user or serial number by following these steps.
- Understand and use lookupsThis article explains where to find lookups and how to update them.
- Use Global UpdateThis article explains how to use global update and how to blank or delete values out of the Contact table.
- Create a new field that uses a dropdownThis article explains how to create a dropdown field using the In-App developer.
- Valid file types and extensionsThis article provides a list of valid file types and extensions.
- Use the Access Charity CRM dashboardLearn how to add reports and adjust panels in your CRM dashboard for a tailored overview.
- 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.
- 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.
- 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.
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'.
Saved Search
Advanced searching and criteria.
- 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.
Searching
How-to guides on searching via Charity CRM.