Support Articles

Getting Started

How A CRM Thinks

General for Getting Started

Using the CRM Menubar

General for Getting Started

How to Use Reports Video

How-to for Getting Started

What is CiviCRM

General for Getting Started

Creating Users and Administrators

How-to for Getting Started

Birthdays or Yahrzeits Not Showing Up

Troubleshooting/FAQ for Getting Started

Initial Setup Continued

General for Getting Started

Initial Setup

General for Getting Started

Chabad Suite Website

Website Basics Videos

How-to for Chabad Suite Website

Embed Block

General for Chabad Suite Website

Website Image Dimensions

General for Chabad Suite Website

Common Workflows

Report vs. Search

General for Common Workflows

Auto Email Reports

How-to for Common Workflows

Create an Intake Form

How-to for Common Workflows

End of Year PDF Message Feature

General for Common Workflows

How to Export Contacts

How-to for Common Workflows

Communications

Creating and Sending Mass Emails

How-to for Communications

My Mailing is not sending, what do i do?

Troubleshooting/FAQ for Communications

I get an error when I send an email

Troubleshooting/FAQ for Communications

MS Word Mail Merge

How-to for Communications

Additional Tokens

General for Communications

New Yahrzeit Tokens for email/print

General for Communications

Contributions

Bookkeeping Setup

General for Contributions

Integrating Stripe

How-to for Contributions

Integrating Authorize.net

How-to for Contributions

Integrating PayPal

How-to for Contributions

Initial Contribution Configurations

General for Contributions

Accounting integration

General for Contributions

Creating Contribution Forms

Troubleshooting/FAQ for Contributions

End-of-Year Thank-you letters

How-to for Contributions

Sending Thank you Receipts

How-to for Contributions

Activities

Activity Calendar Sync

General for Activities

Fundraising Campaigns

Managing the Bonus Round

How-to for Fundraising Campaigns

Adding a Campaign donation in the backend

How-to for Fundraising Campaigns

Managing Teams

How-to for Fundraising Campaigns

How to Create a Fundraising Campaign

How-to for Fundraising Campaigns