• 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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  • CRM
    • CRM Setup
      • CRM Setup Wizard
      • Enabling Relationships to Show Online
      • Allowing a Relationship Type to Shop for an Organization
      • Adding an Individual's Relationship to an Organization using eWeb
      • Editing an Existing Relationship Using eWeb
      • Viewing Individuals with Relationships to Your Organization Using eWeb
      • Setting a Default Country
      • Customizing a Profile
      • Merging Duplicate Records Using the Merge Purge Tool
      • Adding a Payment from the CRM Overview Page
    • CRM Home Page and Calendar
    • Individuals
    • Organizations
    • Contact Requests
You are here: netFORUM Pro Modules > CRM > CRM Setup

CRM Setup

This book provides information about creating customer relationships and setting up other customer-related actions.

CRM Setup Wizard

Enabling Relationships to Show Online

Allowing a Relationship Type to Shop for an Organization

Adding an Individual's Relationship to an Organization using eWeb

Editing an Existing Relationship Using eWeb

Viewing Individuals with Relationships to Your Organization Using eWeb

Setting a Default Country

Customizing a Profile

Merging Duplicate Records Using the Merge Purge Tool

Adding a Payment from the CRM Overview Page