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CRM Module Description The heart of our software is its CRM—Customer Relationship Management—module, which includes specialized membership features for associations. Our Association Management System (AMS) is built around companies, contacts, and locations. Contact, Companies and Locations The CRM module lets you enter contacts into the system
1. Quick Search (Top Right Corner) – Fastest Option Use the quick search bar in the top-right corner of your screen to instantly find contacts or companies. What You Can Search: First name Last name Company name Email address Tips: You can use partial names – full spelling is not required. Searching by email is especially handy for
1. Creating a Contact To create a contact, click on the Create New Contact button on the left-hand side. This will open a modal where you can input the person’s standard contact information. First, you can optionally add a salutation. Salutation options are available as a configuration and can be adjusted if you would like to customize your o