Vicinity CRM
Powerful Place-Management System with tools to understand and manage your stakeholders.
By Lisa and 1 other2 authors75 articles
- Using The In-Line Edit Tool
- Housekeeping - Checking for gaps in your data
- How to track updates and changes in your system with 'Audit'
- Setting a Layout using the Columns button.
- Using The Quick Create Button
- Using Advanced Directory Filters
- Using The Directory Records
- Creating a New Person
- Creating a New BID Member Business
- Making a Person Inactive
- Creating Sectors
- Creating Areas
- Defining Business Trading Status
- Tracking Business Risk
- Record Viewer
- History Tab
- Inactive Records: The Basics
- Moderating items 'For Review' as Admin
- Creating a Non-Levy Paying Business
- Finding Inactive Primarys and Voters
- Managing an occupancy change
- Businesses - Voting Members vs. Levy Payers
- Explaining Reach and Unique
- Managing Activity Subtypes
- Getting the most out of Activities
- Merging Activity Subtypes
- Adding an Activity to all timelines
- Duplicating Activities
- Creating New Activities - An Activity Form Checklist
- Filtering records with Activities and People
- Working with Timelines
- Moderating And Reviewing Activity Changes
- Hiding Activities from the Timeline
- Photo upload: compress images when uploading them to your Activities
- View the Latest Interaction Date
- Third-party reporting notifications
- Recording Training Activities
- ROI - Using Cost and Value