Relationships - CRM
- Overview of...Relationships in MonkeyPod
- Data Migration 1: Overview of Importing Your Data
- What is an Entity?!
- Entity Types
- Roles
- Tracking Interactions
- Auto-Log Interactions by BCC'ing a Special Address
- Connecting Entities
- Householding (Multiple Contacts Grouped Together)
- Advanced Entity Searching
- Generating Mail Merge Lists
- Making Custom Attributes
- Custom Attribute Data Types Explained
- Recording a Donation
- Pipelines / Moves Management
- Customize your MonkeyPod Dashboard
- Managing Duplicates
- Soft Credits
- Matching Gifts
- Adding an Email List Signup to your Website