CRM Tutorials

We have developed these new training mini-modules that include quick courses for volunteers to use when getting acquainted with CRM. Below is a list of all the CRM tutorials as well as a quick description of the course. Simply click the tutorial to begin your adventure.

See the new CRM Unified Interface in action, click here to play the video.

Access CRM tutorial
Learn how to request a CRM account for your branch, sign in or out of CRM and what to do if you forgot your password.

Managing your personal settings in CRM tutorial
Learn how to customize your settings in CRM such as the CRM home page, time zone, currencies, language preferences and increase or decrease the text size.

Members tasks tutorial
Learn how to find an existing member record, update the member’s address, change their status (cancelled or deceased), and rejoin a cancelled membership. You will also learn how to request a card, receipt or copy of Sage and how to view the member’s audit history.

Volunteers tasks tutorial
Learn how to add and edit a volunteer role, view the volunteer roles as well as the volunteer directory.

Branch tasks tutorial
Learn how to create an event and update your branch address.

Accounting tasks tutorial – coming soon
Learn how to create a branch ledger, enter a new transaction and run reports.

CRM Transaction Entry (Quick Reference)
Use this guide when it is time to enter a transaction in CRM.