Account Setup
Collaborating Using Nonprofit Vertical CRM Feeds
Collaboration is an important aspect in any organization. When you need to finalize a deal or negotiate on the discount price or organize an event, you collaborate with your team to achieve the goal. For this purpose, tools that help you communicate ...
Profiles
Profiles in Nonprofit Vertical CRM help you define permissions for a set of users. For instance, the permissions required for a person from Development team might differ from the permissions required by a person in the Communications team. You can ...
Setting up Data Sharing Rules
How Can I... By default, access rights to CRM records is set as private so that the record owner and his/her manager can oversee the CRM data. However, using the Data Sharing Rules, you can extend the access rights to users belonging to other roles ...
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 ...
Business Hours
Various teams in your organization may work at different business hours and work in shifts based in different time zones. Define your business hours that will be helpful in assigning cases to individuals using the case escalations rules.
Email Settings
Configure your email account in Nonprofit Vertical CRM via IMAP to work with sales as well as email from one place.
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.
Users, Roles and Profiles
Users: Add users to your CRM account and assign them roles and profiles. Note that only after you add a user in your account, will you be able to add new profiles and roles. For the first user that you add, the system defined role (CEO, Manager) ...
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 ...
Setting up Fiscal Year
The fiscal year setting helps organizations to configure their fiscal cycle based on the selected start month. Once the fiscal start month is selected, fiscal quarters are automatically rolled up. By default, Nonprofit Vertical CRM's fiscal start ...
How is IMAP different from POP3? Why should I use IMAP Configuration for Nonprofit Vertical CRM?
IMAP and POP3 are simply methods or protocols used to access email. Both could be beneficial depending on what your requirement is. If you use POP3, your emails are downloaded from the server to your computer. But if you access your emails from ...