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The Most COMPLETE Training on Bonterra CRM (Formerly EveryAction) Contact Records
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Introduction
Defining Your Contacts
Two Record Types
Differences in Individual and Organization records
Searching for Contacts
Contact Records Tips
Cheat Sheet to Find Contact Information
Introduction
Introduction
Addresses Tile
Email Tile
Phones Tile
Social Media File
Introduction
Contact History Tile
Direct Response Efforts Tile
Follow Ups Tile
Online Forms Tile
Stories Tile
Survey Responses Tile
Targeted Emails Tile
Introduction
Districts Tile
Employer • Occupation Tile
Self-Reported Demographics Tile
Vital Stats & Contact Preferences Tile
Introduction
Activist Codes Tile
Custom Contact Fields Tile
Tags Tile
Introduction
Attributions & Soft Credits Tile
Contributions Tile
Contribution Summary Tile
Pledges Tile
Recurring Commitments Tile
Introduction
Attached Files Tile
Engagement Points Tile
Engagement Summary Tile
Giving History Tile
Notes Tile
Relationships Tile
Scores Tile
WealthEngine Tile
Introduction
Grants Tile
Membership Tile
Moves Management Plans Tile
Planned Giving Tile
Volunteer Profile
Availability (Volunteer) Tile
Contact Records
Introduction
Preview
Defining Your Contacts
Two Record Types
Differences in Individual and Organization records
Searching for Contacts
Contact Records Tips
Cheat Sheet to Find Contact Information
Actions Tile
Introduction
Tiles that contain Contact information
Introduction
Preview
Addresses Tile
Email Tile
Phones Tile
Social Media File
Tiles that contain Communication with/between a contact
Introduction
Preview
Contact History Tile
Direct Response Efforts Tile
Follow Ups Tile
Online Forms Tile
Stories Tile
Survey Responses Tile
Targeted Emails Tile
Tiles that contain Demographic information
Introduction
Preview
Districts Tile
Employer • Occupation Tile
Self-Reported Demographics Tile
Vital Stats & Contact Preferences Tile
Tiles that contain information related to segmenting contacts
Introduction
Preview
Activist Codes Tile
Custom Contact Fields Tile
Tags Tile
Tiles that contain Giving information
Introduction
Preview
Attributions & Soft Credits Tile
Contributions Tile
Contribution Summary Tile
Pledges Tile
Recurring Commitments Tile
Tiles that contain additional information
Introduction
Attached Files Tile
Engagement Points Tile
Engagement Summary Tile
Giving History Tile
Notes Tile
Relationships Tile
Scores Tile
WealthEngine Tile
Tiles that contain additional subscribed module information
Introduction
Grants Tile
Membership Tile
Moves Management Plans Tile
Planned Giving Tile
Volunteer Profile
Availability (Volunteer) Tile
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