Modules
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. ...
Understanding Nonprofit Vertical CRM
Editions You can choose any one of the Editions for your Organization's Nonprofit Vertical CRM account. Standard Edition Professional Edition Enterprise Edition Each Edition is a package that contains a set of features that differentiates it from ...
How can I set criteria for checkbox type fields?
While using the checkbox type field to set a criteria, you need to specify the value as True (for the checkbox to be selected) or False (for checkbox to be unselected). For example, you want to create a custom view that lists out all the contacts ...