Access NPE Consolidated

In this article, we explain how to install and use the updated Microsoft Outlook add-in for Access Charity CRM.

Updated Microsoft Outlook add-in

In this article, we explain how to install and use the updated Microsoft Word add-in for Access Charity CRM.

Updated Microsoft Word add-in

Updated Microsoft Excel add-in

This article explains how to use the Select From Excel feature to find and display records in Access Charity CRM using data from an Excel spreadsheet.

Select unique reference data from Excel

Cristiana Ghinea

Microsoft Office add-ins for Access Charity CRM.

Add-ins

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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.

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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.

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

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

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

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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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