• Entity and Relationship Sort Order Change

  The Site Stacker Entities and Relationships tabs allow you to reorder items by dragging to whatever desired configuration you would like. The Order tab will automatically adjust based on the position you drag your item to. This allows you to group CRM Entities in the order of your choosing and Relationships together in whatever order you'd like to see them vs. just alphabetically. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026292378/orFew readers

• Entity Import

  Site Stacker now affords the ability to import entity groups, as well as entity fields into the system. You also have the ability to “Export to Import” from existing entities by right-clicking on any entity group in CRM Entities.  (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026739643Few readers

• Giving Again to the Same Campaign

  In Admin, click the 'CRM' component Search for the user's name or email Double-click on the record Click the 'Giving' tab Right-click on the transaction and click 'Give Again'Few readers

• Donor Dashboard Management

  The donor dashboard is a dashboard for a user to be able to manage their profile, giving, payment methods, or campaigns (advocacy) that they may have created. The donor dashboard is accessible only to users who have created an account in Site Stacker. This means that the user already has set up a password for them to log into the website. If a user has not created a user in Site Stacker yet, they can either do the following: For legacy users that have been part of an import as CRMFew readers

• View or Manage Giving Information for a CRM Record

  From CRM search for the record from the top or from the “Filters” bar on the left. Double-click the record you wish to work with. When the record opens, click the “Giving” tab at the top. From here you can: See all complete transactions the donor has made. See all campaign designations the donor has made. See and manage recurring gifts associated with the donor. Add a new offline or online gift on behalf of the donor. Export all donor gifts toFew readers

• Rerun Failed Recurring's Feature - System Message

  Setup: Navigating to Message Configuration Open your admin portal:  Your Domain /admin Go to the System Messages Component Find the Contributions - Contributions Declined System Message  Double click the row to open the message configuration Find the area where you woFew readers

• Editing Groups

  Login to your SiteStacker Dashboard Under CRM, you should see a ‘Groups’ button. Click it. Right-Click on the Group you wish to edit and click ‘Edit’.Few readers

• Add, Edit or Delete a CRM Record

  To Add a New Record: Click “CRM”. Click the "Add" button. Fill out the necessary fields to create the record and then click “Save & Close". To Delete / Edit: From CRM search for the record from the top or from the “Filters” bar on the left. To edit, double-click the record in the data grid, make necessary changes then click “Save & Close”. To delete, single-click on the record in the grid to select it, then click the “- Delete” button at the top.  Be cautious about delFew readers

• CRM Relationships

  Relationships are used to illustrate a connection between two CRM persons. They can also be used to filter contact lists in the dashboard.  There are two types of relationships: Identical Relationships and Opposite Relationships. Identical Relationships   An example of an Identical Relationship would be 'Spouse'. In this example, two CRM persons would be listed as the other persons spouse. To set up an Identical Relationship, simply choose a label and alias for the relationship.Few readers

• View and Manage a Donor's Full Details

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• How it Works - Fundraising Dashboards

  Site Stacker gives you the power to create powerful Gift and Donor Dashboards that can be used for fundraising. This 8 minute video will give you an overview of some of the most popular options and explain how Site Planner is used to create them.Few readers

• Adding and Editing Items in Configuration

  When you are logged into your site, navigate to the CRM icon. Navigate to the Configuration page. When you are on the Configuration tab you wish to change items in, right-click on the item you want to modify and choose ‘Edit’.Few readers

• Adding Entity Groups, Entities and Fields in CRM

  Adding New Entity Groups Go to the CRM component in SiteStacker, click on the Configurations tab, then click on the Entities tab. In the top-left tab, click "Add Entity Group" Adding New Entities Go to the CRM Component in SiteStacker, click on the Configurations tab, then click on the Entities tab. Right-click on the Entity Group where you want to add your Entity and select Add Entity.  Check "Is Repeatable" if you would like to store multiple instances of this dataFew readers

• Explore Other Things You Can Do with CRM Records

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• Editing CRM Entities

  Because of the complexity of storing custom CRM information, some changes to the CRM structure are not advised after user data has been stored in the database. Even for changes that are generally acceptable, always check with any other department (finance, mobilization, etc.) that may be using the field you would like to change. Changes that are generally acceptable, per your organization's approval Adding new entity groups, entities, or fields Changing a field label in MoFew readers

• Use Filters to Create Donor Lists I Can Use for Fundraising

  From the Dashboard click “Donor Management” and under the “All Contacts” tab, click the “Show Filters” button. You can apply as many filters as desired to narrow your donor list as desired. You can save your filter selections for future use. Once your filters are selected, Donors will be displayed in the grid below the filters. All management steps from the “Managing Available Children” tutorial apply here as well. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attFew readers

• Accessing Filter Options

  Log into your website Admin in SiteStacker Click CRM. Choose any Specific page and Tab. To the left hand side of the inner page, you will see a blue bar with vertical text - Click it. You should now see a list of filters and different options for the page and inner tab that you are currently viewing.Few readers

• Year End Statements

  Introduction Purpose of This Page: Utilize the new Year End Statements page to manage your year end statements sending. Use configurable filters to send statements to specific segments of donors. See live progress of sends and previous sends. See status of each persons statement from a given send and quickly resend in the event of a failure. Who Should Use It: Finance teams and system administrators Prerequisites: Ensure members who need access to the page are in the groFew readers

• How To Create a CRM Record

  This video will show you how to add a CRM record and User into your installation from the admin portal. Instructions Step-by-step guide Step 1: Create a CRM Record Step 2: Create a User Step 3: Add User Permissions Step 1: Create a CRM Record Open the CRM component Click the + Add button to create a new CRM record Note: First name and last name are the only required fields for creating a new record. HowevFew readers

• How to Log and Track Soft Credits in Site Stacker

  When a donation comes in from a foundation like the National Christian Foundation (NCF), we should acknowledge it properly.  The first step would be to log this donation with the National Christian Foundation as the donor, and the individual advising the transfer of funds will be logged as the "Soft Credit". Additionally, you can log offline recurring contributions to already have the correct soft credit for scheduled transactions. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/aFew readers

• Manage Newsletter Lists and Subscriptions

  Click on the “Newsletter” component. View and export lists of people who have subscribed to each list. Add or edit available Newsletter lists users can subscribe to from the front side of your website. You can use these CSV exports to import subscribers into your newsletter tool of choice, such as Mailchimp or Constant Contact. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026742633/original/1cA6dZCdbHcS5CDlLEyZFhX9ro4yky1shQ.png?16890033Few readers

• Linked CRM Entities (Back-End Data Management)

  Site Stacker Entities are able to be linked between CRM records for back-end data management. By adding the Person field into any entity you can link and share the entity group between CRM records. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/151026291988/original/z7eDuKCk2VHfcI5BAb46WPBhbO06fJFdiFew readers

• How to Change a Reference

  If a reference was added incorrectly, here are the steps to correctly change that reference to the right one. Step 1 - You will need to remove the original CRM for the "Personal Reference" instance in Motion 2. Here's how: Motion 2 Instances Name of wrong reference Remove instance (If this step is skippedFew readers

• Year End Statement PDF Example (Print Templates Component)

  The Print Templates component can handle building reports for organizations. The template comes hand-in-hand with the custom report module. Meaning, the templates added in the Print Templates component will show up in the reports page in your dashboard. If you need more details on the Print Template component click here.  If you are looking for how to print statements check out this resource. (Few readers

• Adding/Editing New Payment Method

  In Site Planner, go to the 'CRM' component Search for the user's name or email Double-click on the user's record Click the 'Payment Methods' tab Add or Edit the information and click 'Save & Close'Few readers

• Manage Donors Who Give in a Variety of Ways

  From the Dashboard click “Donor Management”. You will see five different Donor Management views across the top. All contacts shows you a list of every contact in your CRM database. Donors Only automatically narrows this list to only contacts that have made one or more gifts. The table at the top will show you how many donors have given each of the last three months, and how many of them were new. Online Donors shows only donors who have made one or more online gifts, and RecuFew readers

• Managing Fundraising

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• Export Donor and Contact Records from CRM

  Open CRM. Apply filters in the “Filters” bar on the left to narrow your record selection down. Click on the “down arrow” at the top of any data column in the grid, and select the data columns you wish to be in your export. Drag and drop the data columns into the desired order you wish them to be displayed in. Click the "Export as CSV" button at the bottom. (https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/15102675380Few readers

• Adding/Deleting a Person

  In Site Planner, click the 'CRM' component Click 'Add' (if you are adding a person) OR click 'Delete" (if you want to delete a person) Complete the required (*) fields and click 'Save & Close'Few readers

• Household Data Structure Diagram

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• Adding CRM Records to a Household

  In Site Stacker, you can add multiple CRM records in one (1) Household. This is used specifically for the Statements Report or any other report that groups it by the 'Household'. To add records to a household, and assign the Head of Household: In the CRM component, search for a record. Right-click on the record and click 'Few readers

• CRM Component Overview

  The CRM (Customer Relationship Management) component in Site Stacker is used to list any contacts that interact with your website or organization. This may include donors, newsletter subscribers, mobilization leads, applicants and missionaries.  The People tab is used to view and manage individual person records. The Group tab is used to view and manage group records such as churches or schools. The Configuration tab is used to manage Relationships, Record Types, Entities, Basic Field DFew readers

• Basic CRM Fields and Custom CRM Entities

  CRM stores basic CRM fields that are standard to SiteStacker, as well as custom entities that were configured specifically for your organization.   Basic CRM Fields Title First Name Middle Name Last Name Maiden Name Nickname Suffix Gender Birthday Email Shirt Size Marital Status Wedding Anniversary External ID Household Household External ID Additional Email Addresses Social Networks Phone Numbers InsFew readers

• Adding and Editing Relationship Types

  Login to SiteStacker and head on over to the CRM icon. When in the CRM, go to the ‘Configuration’ page. Make sure you are on the ‘Relationship Types’ tab. You can add or remove a Relationship Type by clicking the Add or Delete buttons below the tab itself. To edit a Relationship Type, simply right-click on the Relationship Type you would like to modify and choose Edit.Few readers

• Support for Multi CRM Entities

  All Site Stacker Entity fields now support the use of “Multi” entries. Previously only entities had this ability. Configuration To manage these settings in CRM entities, choose an entity right click manage fields choose an entity field right click Edit Multiple Items. (https://s3.amazonaws.com/cdn.freshdesk.com/Few readers

• Configuring Custom PDF Exports

  If you have multiple sources of data coming in from forms and need an easy way to download and view data of each person filling out a form then Custom PDF Exports are the way to go! In this documentation I will be explaining to you how you go about creating a template, collecting the correct data and then adding it into Site Planner on CRM Records! Creating a Custom PDF Export Template The first step in making your very own Custom PDF Export is to create it! Here are the steps to doFew readers

• Add or Edit a CRM Record External ID

  Edit the Record To edit a CRM record right-click on the person in the CRM grid and choose "Edit" from the contextual menu.Few readers

• Merge Duplicate CRM records

  1. In Site Planner, click on the 'CRM' component.&x20; 2. Find the duplicate person you would like to merge 3. Click the 'Merge' button 4. Click the details between both accounts that you want to use for the primary record 5. Click 'Merge & Close'Few readers

• Editing a Person

  In Site Planner, click on the 'CRM' component Search for the user's name or email in the search box Right-click on the user's record and click 'Edit' Make the changes in the record and click 'Save & Close'Few readers