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Best-Practice Part 1: Your Front-End Work [27:04]

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You just had your data transferred over from another CRM or an excel spreadsheet… now what? Join to learn best practices to get your system up and running and set your team up for success.

Click the link below for more information on each of the features covered in the video:

00:55 - Import Contacts from Excel

02:27 - Recently Viewed Contacts

02:39 - Contact Overview - Contact Details

04:55 - Family Name

07:10 - Membership Codes

08:56 - Keywords 

10:46 - Know Your Client

12:42 - Reports

15:25 - Advanced Search - Bulk Actions

16:00 - Manage Your Account

16:03 - Admins Only Section

16:08 - Manage Database Lists 

20:26 - User Defined Fields (UDFs) 

23:13 - User Defined Fields by Contact Report

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