Access NPE Consolidated

In this article, we explain how to use Advanced searching in Access Charity CRM.

Advanced Searching

Follow these steps to exclude contacts that meet certain criteria when loading a saved search to a mailing.

Change a saved search

Learn how to update an existing saved search by modifying its criteria and overwriting the original saved version.

Edit an existing saved search

This article explains how to delete saved searches and details any potential risks involved.

Delete saved searches

Cristiana Ghinea

Saved Search

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Access Charity CRM

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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