AIM

  • How to Use Global Search

    Overview Use Global Search to search through all records, fields and record types for a specified search t...

    Feb 25, 2017 06:02AM MST
  • How to Add a New Deal

    Overview Learn how to create a new deal in order to track your potential and existing investment opportun...

    Nov 22, 2016 01:20PM MST
  • How to Create an Interaction

    Overview Create Interactions to keep track of your emails, meetings, calls, etc. and link additional records...

    Feb 25, 2017 05:54AM MST
  • How to Add a Fundraising Opportunity

    Overview This article will explain how to create a new fundraising opportunity in order to track your pote...

    Feb 25, 2017 05:53AM MST
  • How to Create and Edit a List View

    Overview Create and edit a List View of record data using filters to return the desired data. Follow the s...

    Feb 25, 2017 05:55AM MST
  • How to generate and send a watermarked PPM

    Overview The following user guide is intended to walk you through the process of generating a watermarked PP...

    Sep 26, 2016 12:01PM MDT
  • How to Add a New Connection Type

    Overview Add a new connection type when your desired connection type is not an existing option. In this exam...

    Sep 26, 2016 01:50PM MDT
  • How to Customize Search Results Layout

    Overview Customize the search results layout for a particular record by changing the fields that are displ...

    Feb 25, 2017 05:56AM MST
  • How to Customize Navigation Tabs

    Overview Add or remove the tabs that appear on the top navigation bar for easier, cleaner navigation. Follo...

    Nov 22, 2016 02:46PM MST
  • How to Merge Records Using DupeHunter Reports

    Overview Using the prebuilt and populated DupeHunter reports as a way to manage and merge duplicate Accounts...

    Feb 25, 2017 05:59AM MST
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