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  1. Virtuous
  2. Getting Started

Getting Started

New to Virtuous? Fantastic! Start here to get up to speed on all things Virtuous.

Master the Basics

  • How to Speak Virtuous Glossary
  • What are the Different Dashboards?
  • How Do I Add a Tag to a Contact?
  • What are Contact Types?
  • How do I Create a Contact?
  • How do I Create an Individual?
See all 18 articles

Change Management Resources

  • Prepare for Database Migration
  • Planning for Organizational Change
  • Preparing for Process Change

Infographics

  • Level Up Your Knowledge in the Virtuous Academy
  • The Fundamentals of Responsive Fundraising
  • Best Practices for Optimizing Online Giving
  • Responsive Dashboard Interactive Guide
  • Virtuous CRM Navigation Quick Start Guide
  • Understanding Contacts and Individuals in Virtuous
See all 11 articles

User Logins and Permissions

  • Organization Settings
  • How Do I Set up Directory Sync for SSO?
  • How Do I Log in With My Google or Microsoft Account?
  • How Do I Add My Picture to My Avatar?
  • How Do I Change My Virtuous Profile Information?
  • How Do I Enable Two-Factor Authentication?
See all 12 articles

Customizing Virtuous

  • How Do I Customize my Quick Actions?
  • How Do I Share a Dashboard with My Team?
  • How Do I Create a New Dashboard?
  • How Do I Change my Default Dashboard?
  • How Do I Create a Tag?
  • How Do I Create Custom Contact Types?
See all 11 articles
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