NeonSSO & Login
Global Settings & User Management
- How do I connect Neon CRM to my instance of QuickBooks?
- Navigating in NeonCRM
- How do I add a new User?
- How do I configure tender & card types?
- Can constituents cover payment processing fees?
Accounts
- Windfall Integration
- DonorSearch Integration
- Data Privacy and Consent
- Managing Accounts Video
- How do I use the Timeline?
Duplicate Accounts & Constituent Login
- Account Match & Queue
- How do I start using the Account Match & Queue?
- Duplicate Scan
- Merge History
- Finding Duplicates, Converting, and Deleting Accounts
Data Migration
- Data Export Tips
- Exporting data from Bloomerang
- Exporting Data from Salsa
- Exporting Data from eTapestry
- Exporting Data from QuickBooks
Importing Data
- Importing Data with Special Characters
- Import Manager Troubleshooting
- How do I review my professional import?
- Preparing Membership Data
- Importing Accounts and Transactions In a Single Spreadsheet
Payment Gateway
- eCheck Merchant Compliance and adding a custom privacy policy to your credit card form
- PayPal Button vs. a payment gateway
- How do I setup Neon Payment Processing?
- How do I accept payments in NeonCRM?
- How do I manage Neon Payment Processing?
Forms & Pages
- Donation and Account Form Builder
- Configuring Standard Web Forms
- Custom Forms video
- How do I remove the Company button?
- How do I connect NeonCRM Forms to my website?
Email Communication
- How do I manage contacts with the Constant Contact integration?
- How do I setup the Constant Contact integration?
- MailChimp Integration
- Emails in Outlook
- System Emails
Mailings
See all 8 articlesReporting
- Geocoding and Radius Search
- Executive Reports
- Date Ranges and Dynamic Dates
- Dashboards, Widgets, and Mission Control
- Basic Reporting Procedure
Fundraising
- Peer to Peer Fundraising video
- How do I accept, manage, and acknowledge Tribute donations?
- Suggested Donation Amounts
- Suggested Donation Amounts
- Peer-to-Peer Fundraising for System Users
Events
- Syncing Eventbrite to Neon CRM
- Creating Events
- Convert an Event Registration to a Donation
- Convert an Event Registration to a Donation
- Event Detail Page
Membership
- How do I create & manage Membership Levels?
- Who are my members?
- How to Renew a Membership
- Adding Members
- Membership Settings
Moves Management
Action Log
Workflows
CRA Compliance
- How do I comply with CRA receipting guidelines?
- How do I issue CRA-compliant Receipts?
- How do I configure the CRM to comply with CRA?
- How do I skip a CRA Receipt?
- How do I void a CRA Receipt?
Store
- TaxJar Integration
- Setting Up & Managing your Online Store video
- Store Products
- Digital File Download Products
- Store Inventory