Customization
Setting Up Giving Forms
Setting up Web Forms Creating a web form involves three steps · Building the form - Drag and drop fields to build a form and format it easily with the WYSIWYG editor. · Specifying the form details - Add details such as form name, landing ...
Functions in Formula Fields
Numeric Functions A numeric function in formula fields is used to work with numeric data types and accepts numeric results. Numeric functions are generally used to display the results of typical mathematical calculations. The numeric values ...
Data Types in Formula Fields
Data type is the kind of data that can be held and stored while evaluating an expression. Data types are the defined set of values and the allowable operations on those values. They represent either the function, argument, return value or the ...
Building Formula Fields
Nonprofit Vertical CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, a nonprofit volunteer teaching program may need to ...
Managing Mail Merge Templates
Mail merge is a function that helps you to simplify repetitive tasks to create personalized documents (Forms, Letters, Address Labels, Envelopes, etc.). You can create a mail merge template that would contain the variables (merge fields) in it. Using ...
Working With Custom Fields
In Nonprofit Vertical CRM, you can add new fields as per your requirements. These fields will be available to all the users added to your organization's CRM account. Customize Nonprofit Vertical Defined Fields: You can edit, delete and hide some of ...
Customizing The Home Tab
The Home tab of Nonprofit Vertical CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Potentials, Dashboards and so on. One quick glance at the components of the Home tab ...
Getting Started - Product Customization
Customize modules Create a new module or edit an existing module by adding custom fields, adding new sections, setting field permissions and editing field properties. Organize modules Arrange the modules in your Nonprofit Vertical CRM account based ...
Field Level Customization
Field-level customization enables organizing the field requirements of any organization. By default, Nonprofit Vertical CRM provides some standard fields and allows adding more industry-specific fields. Some of these fields are common to all modules ...
Page Level Customization
How Can I... Organize Page Details Customize Related List Customize Search Layout Page-level customization refers to customizing a record's details page and the layouts related to it. This includes organizing related items on a page, customizing ...
Customizing Modules
How Can I... Learn About Modules in Nonprofit Vertical CRM Understand Module Customization Customize a module Add/Edit Fields Add New Section Set Module Permissions Design Module Layout Preview Module Customize the Events Module Edit Modules Delete ...
Creating Custom Fields
How Can I... Custom Fields Custom Field Limits Add Custom Fields Edit Custom Fields Set Field Permission Mark a Field as Required Mark a Field as Unique Remove/Delete Custom Fields Create Currency Fields Add/Rename Pick List Values Replace Pick List ...