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  2. SuperCRM

SuperCRM

General

  • SuperCRM: An overview
  • Access to your SuperCRM
  • SuperCRM Tags
  • SuperCRM Settings
  • Updating Registrant Details (SuperCRM)
  • Person matching (SuperCRM)
See all 10 articles

Communication

  • Creating a Personalised Letter or printable document (SuperCRM)
  • Send Contact with an Account Balance Link (SuperCRM)
  • Sending an email or eNewsletter (SuperCRM)
  • Communication for Member Retention
  • Send Invitation to Register (SuperCRM)
  • Sending Emails to Organisation Contacts (SuperCRM)
See all 9 articles

Filtering, Searching & Selecting Results

  • Filters: Create, share, modify, tags
  • Searching for a Person Record
  • Sorting Results
  • Selecting Records: Individual/Group
  • Filtering by Status

Person/Organisation Features

  • SuperCRM Person Profile
  • Organisations
  • Timeline
  • Person Financial View
  • Audit

Reporting & Metrics

  • Reports: Duplicates, debtors, audit
  • Metrics
  • Bespoke/Custom CRM Reports

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