Global Settings & User Management
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