screen parts
Good to Know!
- When you see Name\Lookup ID on the Constituent Search screen, the system is expecting “First Last”, like the quick search functionality in RE
- Add short cuts for commonly used tasks. You can do this by hovering over the task and selecting add to shortcuts
- If you need to review data simultaneously in a few CRM locations, you can duplicate your CRM tab in your browser window
- Recent search retains the search criteria from your last search, like previous search in RE
How Do I?