Administration Training Document Notes
IGNORE references to memberships, events and store Neon features.
We are not contracted to use these features in the short term.
- All admin roles
- CRM Overview
- Logging In
- Account Admin
- Creating New Accounts
- Configuring Account View
- Company Contacts
- Donation Admin
- Neon Pay Emails
- Communication Admin
- System Emails
- Account Emails
- Donation Emails
- Campaign Emails
- Email Versions
- "One Click" Workflows
- Email Newsletter Subscriptions
- Constituent Portal
- Sharing Emails on Facebook
- Giving Tuesday Communicaiton Example
- Board Member Views
- Campaign Views
- Using Campaign Goal Meter