NeonSSO & Login
Global Settings & User Management
- API Access
- QuickBooks Overview
- Neon CRM & QuickBooks: Sample Mapping Options
- Using the QuickBooks Integration
- How do I connect Neon CRM to my instance of QuickBooks?
Accounts
- Windfall Integration
- DonorSearch Integration
- Data Privacy and Consent
- Managing Accounts Video
- How do I use the Timeline?
Database Management
Duplicate Accounts & Constituent Login
- Switching to the New Constituent Login Portal
- Enabling Account Match in Neon CRM
- Account Match & Queue
- How do I start using the Account Match & Queue?
- Duplicate Scan
Data Migration
- Data Backup Utility
- Data Export Tips
- Exporting data from Bloomerang
- Exporting Data from Salsa
- Exporting Data from eTapestry
Importing Data Using the Import Manager
Payment Gateway
Forms & Pages
- Themes
- Creating a Legacy Donation Form
- Pre-Configuring Donation Form Payment Options
- Creating Custom Donation Form Fields
- Creating a Donation Form
Communication
- Sending an Email from an Account page
- Using Your BCC Email Address and External Email Forwarding Address
- Creating System Emails
- Creating System Email and Letter Settings
- Creating a Conditional Email
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
- Peer-to-Peer Fundraising for System Users
- User Guide for your Peer-to-Peer Fundraisers
Events
- Syncing Eventbrite to Neon CRM
- Creating Events
- Convert an Event Registration to a Donation
- Event Detail Page
- Ticket Prices
Membership
- Creating a Membership Form
- Updating Membership Forms to Include Custom Fields
- Creating a Membership Custom Field
- Setting Sub-Member Terms and Pricing
- Setting Membership Terms
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