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  1. Neon One
  2. Neon CRM
  3. Using Neon CRM
  4. Global Settings & User Management

Global Settings & User Management

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Settings and features configured under the Global Settings cog in NeonCRM

  • QuickBooks Overview
  • Neon CRM & QuickBooks: Sample Mapping Options
  • Using the QuickBooks Integration
  • 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?
  • How do I use Fund & Purpose?
  • Custom Objects
  • Custom Objects
  • Spam Prevention
  • Bulk Operations - Bulk Edit or Delete
  • Membership Discounts
  • Credit Card Swiper
  • Organization Profile
  • Account Global Settings
  • User Groups & Permissions
  • Fundraising Global Settings
  • Event Global Settings
  • Event Discounts
  • How do I use Solicitor & Solicitation Method?
  • Forms & Pages Global Settings
  • Membership Global Settings
  • Activity, Prospect & Grant Global Settings
  • Note Fields
  • Favicon, Logo, and Header Images
  • Report Global Settings
  • Wealth Screen Settings

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