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CRM Explained - GPT

Published May 16th, 2025 by bizZone Coops

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

19 Views 3 min

Searching for Contacts and Companies in Association DNA

Published May 16th, 2025 by bizZone Coops

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

18 Views 1 min

Contact Management – A Step-by-Step Guide

Published May 22nd, 2025 by bizZone Coops

  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

21 Views 2 min
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