• What's New
    • What's New Archive
  • Getting Started
    • First Steps
      • Logging on to netFORUM Pro
      • Logging Out of netFORUM Pro
      • Changing Your netFORUM Pro Login Password
      • Resetting a Forgotten netFORUM Pro Login Password
      • Chat with Support
      • Submitting a Case to Abila Support
      • Browser and Operating System Requirements
      • Fixing the Issue with Small Pop-Up Windows
      • Importing Relationship Data using the Data Import Workbook
      • List Auto Redirect
    • Understanding the Interface
      • Accessing netFORUM Pro
      • The Welcome Page
      • Using the Top Navigation Bar
      • netFORUM Pro Modules
      • Understanding Group Items
      • Understanding Profile Pages
      • Understanding Profile Menus
      • Understanding Child Forms
      • Understanding Drop-Down Lists
      • Understanding the Shopping Interface
      • Using the Contacts List
      • Using the Favorites Drop-Down Menu
      • Using the Lookup Buttons
      • Export Options in netFORUM Pro Using Quick Report and CSV Files
      • List Results in netFORUM Pro
      • Enabling the Mac HTML Editor
      • Adding a Pop-Up Note to a Profile Page
      • Recent Contacts Count
      • Understanding System Options
      • Using the Calendar Control in netFORUM Pro
      • Editing a List
    • Localization
      • Date Formatting
      • Single Currency
    • Drop-Down Lists
      • Adding, Editing, or Deleting Drop-Down List Items
      • Setting Up the CRM Drop-Down Lists
      • Setting Up the Committees Drop-Down Lists
      • Setting Up the Events Drop-Down Lists
      • Setting Up the Membership Drop-Down Lists
      • Setting Up the Accounting Drop-Down Lists
      • Setting Up the E-Marketing Drop-Down Lists
      • Setting Up the Awards Drop-Down Lists
      • Setting Up the Certifications Drop-Down Lists
      • Navigating to CRM Setup
      • Navigating to Committee Setup
      • Navigating to Event Setup
      • Navigating to Accounting Setup
      • Navigating to E-Marketing Setup
      • Navigating to Awards Setup
      • Navigating to Certification Setup
    • Adding, Finding, and Editing Records
      • Adding a New Record
      • Finding Records
      • Finding Records Using the Advanced View
      • Finding Records Using the Super Search
      • Editing Record Information
      • Deleting a Record
    • Training Videos
      • netFORUM Pro Training Videos Tips
      • netFORUM Pro Accounting Overview Training Videos
      • netFORUM Pro Accounting Setup Training Videos
      • netFORUM Pro Accounting Application Use Training Videos
      • netFORUM Pro Administration Overview Training Videos
      • netFORUM Pro Administration Setup Training Videos
      • netFORUM Pro Administration Application Use Training Videos
      • netFORUM Pro Affiliates Overview Training Videos
      • netFORUM Pro Affiliates Setup Training Videos
      • netFORUM Pro Affiliates Application Use Training Videos
      • netFORUM Pro Awards Overview Training Videos
      • netFORUM Pro Awards Setup Training Videos
      • netFORUM Pro Awards Application Use Training Videos
      • netFORUM Pro Certification Overview Training Videos
      • netFORUM Pro Certification Setup Training Videos
      • netFORUM Pro Certification Application Use Training Videos
      • netFORUM Pro Committees Overview Training Videos
      • netFORUM Pro Committees Setup Training Videos
      • netFORUM Pro Committees Application Use Training Videos
      • netFORUM Pro CRM Overview Training Videos
      • netFORUM Pro CRM Setup Training Videos
      • netFORUM Pro CRM Application Use Training Videos
      • netFORUM Pro eMarketing Overview Training Videos
      • netFORUM Pro eMarketing Setup Training Videos
      • netFORUM Pro eMarketing Application Use Training Videos
      • netFORUM Pro Events Overview Training Videos
      • netFORUM Pro Events Setup Training Videos
      • netFORUM Pro Events Application Use Training Videos
      • netFORUM Pro Exhibits Overview Training Videos
      • netFORUM Pro Exhibits Setup Training Videos
      • netFORUM Pro Exhibits Application Use Training Videos
      • netFORUM Pro Fundraising Overview Training Videos
      • netFORUM Pro Fundraising Setup Training Videos
      • netFORUM Pro Fundraising Application Use Training Videos
      • netFORUM Pro Reports Overview Training Videos
      • netFORUM Pro Reports Setup Training Videos
      • netFORUM Pro Reports Application Use Training Videos
      • netFORUM Pro Web Site Overview Training Videos
      • netFORUM Pro Web Site Setup Training Videos
      • netFORUM Pro Web Site Application Use Training Videos
  • netFORUM Pro Modules
    • Administration
      • Administration Module
      • Access Groups in netFORUM Pro
      • Maintaining Users
      • Image Gallery
      • Drop-Down List Setup
      • Online Store Setup
      • Warehouse Setup
      • Data Import Wizard
    • Accounting
      • Accounting Setup
      • Billing
      • Invoices
      • Open Orders
      • Payments
      • Processing Refunds
      • Discounts
      • Creating an Export File for General Ledger Software
      • Manual Batch Management
      • Automatic Batch Management
      • Batch Action Processes
      • Taxes
      • Purchases
      • Lockbox Usage
      • Batch Processing Actions
      • Subscription Management
      • Fulfillment
      • Late Fees
    • Affiliates
      • Setting Up a New Affiliate
      • Adding an Affiliate
      • Adding Documents to an Affiliate
      • Setting Up Affiliate Types
      • Setting Up Affiliate Status
      • Setting Up Affiliate Regions
    • Awards
      • Awards
      • Award Judges
      • Award Entries
    • Certifications
      • Certification Application Setup
      • Certification Program Setup
      • Recertification Program Setup
      • Program Enrollment
      • Recording Certification Requirements Met
      • Certification Processes
      • Certification Exam and Course Setup
    • Committees
      • Committee Management
      • Subcommittee Management
      • Committee Correspondence
    • CRM
      • CRM Setup
      • CRM Home Page and Calendar
      • Individuals
      • Organizations
      • Contact Requests
    • E-Marketing
      • E-Marketing Setup
      • Templates
      • Mailing Lists
      • Messaging Job Profile and Statistics
      • Messaging Job Setup Wizard
    • Events
      • Event List Setup
      • Event Setup
      • Event Location Setup
      • Event Registrant Demographics Setup
      • Event Fee Setup
      • Event Correspondence
      • Event Session Setup
      • Event Track Setup
      • Event Speaker Management
      • Event Education Credits, Scores, and Grades
      • Event Registration Management
    • Exhibits
      • Exhibit navigation
      • Exhibit List Setup
      • Exhibit Show Setup
      • Exhibitor Contract Management
    • Fundraising
      • Fundraising Setup
      • Fundraising Donations
      • Fundraising Source Codes
    • Membership
      • Member Type (Membership) Setup
      • Membership Management
      • Organization Membership Management
      • Membership Renewals
      • Dependent Memberships
      • Recurring Renewal Memberships
      • Benefits
      • Membership Terms
    • Reports and Queries
      • Working with Report and Queries
      • List of Standard Reports
      • Specialized Reports
      • List of Baseline Queries
    • Web Site
      • Web Site Wizard
      • Web Site Editor
      • Social Networking
      • Social Community
      • Web Site Administration
      • Web Site User Information
  • Advanced Topics
    • Using Demographics in netFORUM Pro
      • Setting Demographics to Required
      • Setting a Demographic Order
      • Using Ethnicity as a Demographic
      • Creating Custom Demographic Data Fields
      • Individual Demographics
      • Organization Demographics
      • Event Demographics
      • Merchandise Demographics
      • Exhibits Demographics
      • Awards Demographics
      • Membership Demographics
      • Design Demographics
    • Uploading and Referencing Documents in netFORUM
      • Linking to an Uploaded Document on eWeb
      • Linking to an Uploaded Document in eMarketing Templates
    • Calculated Dues Rates
      • Calculated Dues and Demographics
      • Creating a Default Dues Rate for Calculated Dues
      • Setting Up Dues Rates Parameters for Calculated Dues
      • Dues Rate Profile Settings when Using Calculated Dues
      • Setting Up Dues Rates for each Customer Type when Using Calculated Dues
      • Purchasing Memberships with Calculated Dues in the Online Store
      • Using Calculated Dues with Step and Increments
      • Using Formulas with Calculated Dues
      • Applying Additional Conditions with Calculated Dues
    • Partner Integrations
      • Using Informz for eMarketing
      • Using Constant Contact for eMarketing
      • Using Expo Logic for Event Registrations
    • Creating Event Badges
      • Defining and Exporting Badge Data
      • Using netFORUM Pro Data in Microsoft Word Mail Merge
    • Designing Interactive Reports
      • Accessing the Dataset Designer
      • Creating a Dataset
      • Creating a List Report
      • Creating a Chart Report
      • Selecting More Columns
      • Default Columns
      • Editing a Column
      • Grouping Columns
      • Adding Aggregate Functions
      • Chart Report Type Options
      • Additional Dataset Formatting Options
      • Running the Dataset Report
      • Saving the Dataset
      • Opening a Saved Dataset
      • Editing a Saved Dataset
    • Creating Custom Queries
      • Understanding the Difference Between Reports and Queries
      • Planning a Custom Query
      • Accessing the Custom Query Tool
      • Step 1 - Add Columns to Filter Criteria
      • Step 2 - Add Columns to Sort Order
      • Step 3 - Add Columns to Results List
      • Naming and Saving Custom Queries
    • Working with Quickbooks
      • Exporting a Batch File to Quickbooks
    • Real Estate Associations
      • Upgrading to Real Estate Associations
      • Demographics for Real Estate Associations
      • CRM Set-up for Vertical Demographics
      • Individual Profile Customization
      • Data Management for Realtors
      • Data Transfer Overview
      • Accounting Set-Up for Real Estate Associations
      • Memberships and Subscriptions
      • Data Import Wizard for Realtors
      • Shopping
      • Reports and Queries for Real Estate Associations
    • Security Group Setup
      • Getting Started
      • Security Group Overview
      • Security Group Features and Functionality
      • Managing Report and Query Access
      • Advanced Features and Functionality
      • Use Cases
      • Frequently Asked Questions
  • FAQs
    • What is the Purpose of the Insert After Save Checkbox
    • What is a Product Code
    • Viewing Cases Submitted to Abila Support
    • Why am I having trouble sizing the windows
    • General Tips
      • Refreshing an Expired Session
      • How Do I Edit Data Entry Drop Down Lists
      • How Do I Upload, Download, and Link to Documents?
    • Accounting Tips
      • How Do I Correct an Error Related to a Check Payment
      • How Do I Add a Customer Payment
      • Can I Refund a Partial Credit for a Credit Card Payment
      • Why am I Getting an Error Message When I Try to Process a Credit Card Transaction
      • Why You Should Still Have a Default Batch When Using the Manual Batch Process
      • How Do I Create a Credit
      • What is the Difference Between Voiding and Cancelling an Invoice
      • What is the difference between an order and an invoice
      • What are the Accounting Transaction Types?
      • General Ledger Entries Tips and Tricks
      • How to Transfer Credits Between Account Profiles
      • How do I refund a partial credit
    • CRM Tips
      • What is a Customer Number
      • How do I add search fields to the Find Individual page
      • How do I enter a customer's order
      • How do I update an individual's e-mail address
      • How do I update an individual's name or title
      • How do I update an individual's phone number or address
      • How do I update employer information
    • Membership Tips
      • How Does netFORUM Track Membership Renewals
      • What is the Membership Expiration Date
      • How do I Add a New Member to netFORUM?
      • What are Dependency Types and Dependency Rules
    • Chapter Tips
      • Setting Up Chapter Demographic Data Fields for Individuals
      • Setting Up Chapter Demographic Data Fields for Organizations
    • Event Tips
      • What Happens to Education Credits if Someone Cancels Their Event Registration
      • How to Sort Event Registration Fees in the Online Store
    • E-Marketing Tips
      • What is a Bounce Back?
      • How Do I Find an Imported Prospect in CRM
      • Attaching a Document to a Mailing List
      • How To Remove Strange or Special Characters Appearing in eMarketing Emails
    • Fundraising Tips
      • How Can I Tell What Purpose a Donor Has Selected When a Donation is Purchased?
      • How Do I Run a Report of Cumulative Donation Totals by Year per Individual?
      • How Do I Edit the Fields that Appear on the Purchase Confirmation E-Mail for Donation Purchases?
    • Report Tips
      • What is the difference between Calculated Name and Sort Name?
    • Shopping Cart and Online Store Tips
      • What is a Price Qualifier?
      • How do I Upload an Image for the Shopping Cart?
      • Changing the Confirmation E-Mail Address
      • Sending Confirmation E-Mail to an Additional E-Mail Address
      • How to Link Directly to a Product in the Online Store
      • How do I set up a featured product
    • Web Site Management Tips
      • Creating Links to Other Web Pages From the Home Page
      • Changing the Name of a Web Site Link
      • Changing the Link Positions on a Web Site
      • Setting up Member-Only Access for Web Site Links
      • Requiring a Login to Access a Web Page
      • Hiding a Web Site Link after the User Logs In
      • Web Master Advanced CSS and Templating Questions
      • How to Create a Custom CSS from a netFORUM Baseline CSS Template
      • How Do I Upload a Thumbnail Image on eWeb
      • How Do I Change My Web Site Site Code
      • How to Make Custom Pages Appear on Your Web Site
      • How to Customize Text and Messages on the Web Site Home Page
    • Inventory, Merchandise, and Subscription Tips
      • How Do I Generate and Track Issues for Subscriptions
      • Default Price
  • All Files
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  • FAQs
    • What is the Purpose of the Insert After Save Checkbox
    • What is a Product Code
    • Viewing Cases Submitted to Abila Support
    • Why am I having trouble sizing the windows
    • General Tips
    • Accounting Tips
    • CRM Tips
      • What is a Customer Number
      • How do I add search fields to the Find Individual page
      • How do I enter a customer's order
      • How do I update an individual's e-mail address
      • How do I update an individual's name or title
      • How do I update an individual's phone number or address
      • How do I update employer information
    • Membership Tips
    • Chapter Tips
    • Event Tips
    • E-Marketing Tips
    • Fundraising Tips
    • Report Tips
    • Shopping Cart and Online Store Tips
    • Web Site Management Tips
    • Inventory, Merchandise, and Subscription Tips
You are here: FAQs > CRM Tips

CRM Tips

This book provides tips for using the CRM module.

What is a Customer Number

How do I add search fields to the Find Individual page

How do I enter a customer's order

How do I update an individual's e-mail address

How do I update an individual's name or title

How do I update an individual's phone number or address

How do I update employer information