Security Settings
Secure your CRM account by defining specific IP addresses allowed for specific users. Define data sharing rules to ensure that your data is shared only with users who need to work with them.
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Managing CRM Account Settings
Once you sign up for Nonprofit Vertical CRM and have your own account, you can personalize your CRM account. By default, the mandatory information provided by you at the time of sign up, is automatically updated. After logging in, you can change ...Personal Settings
First, personalize your CRM account by changing language and time zone. Also, add your personalized signature to be used for business emails sent via Nonprofit Vertical CRM.Organization Settings
There are certain organization specific details, which help differentiate one organization from another. Nonprofit Vertical CRM recommends Users with Administrator's privilege customize these company specific details, so that all users under an ...Tab Settings
Tabs represent the different modules that are offered in the Nonprofit Vertical CRM. There are 18 modules, each representing a set of functions. You can customize the Nonprofit Vertical CRM user interface according to your organization-wide process. ...Configure Gamescope Settings
Configure Gamescope Settings Gamescope runs on trophies and badges. It is important to configure the right trophies and badges before you start a game. Availability Permission Required: Admins with Modules Customization profile permission can set up ...