You are here: Getting Started

Getting Started

This book provides information about getting started with netFORUM Pro.

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

Training Videos Tips

Accounting Overview Training Videos

Accounting Setup Training Videos

Accounting Application Use Training Videos

Administration Overview Training Videos

Administration Setup Training Videos

Administration Application Use Training Videos

Affiliates Training Videos

Awards Training Videos

Certification Training Videos

Committees Training Videos

CRM Overview Training Videos

CRM Setup Training Videos

CRM Application Use Training Videos

eMarketing Overview Training Videos

eMarketing Setup Training Videos

eMarketing Application Use Training Videos

Events Overview Training Videos

Events Setup Training Videos

Events Application Use Training Videos

Exhibits Training Videos

Fundraising Training Videos

Reports Training Videos

Web Site Overview Training Videos

Web Site Setup Training Videos

Web Site Application Use Training Videos