Data Management
Keep your data clean and up-to-date so you can spend more time building donor relationships.
- What is a Media Outlet and How Do I Use Them?
- How Do I Automatically Add Contacts to Organization Groups for Restricted Users?
- When to Use Tags, Custom Fields, Custom Collections, and Organization Groups
- How Can I Use Naming Conventions and Standard Coding In Virtuous CRM+?
- How Do I Execute a Bulk Action in a Query?
- How Do I Use the Data Health Center?
- What Does it Mean to Archive a Project?
- How Do I Import Custom Collection Data?
- What are Lapsed and Pre-Lapsed Donors
- How Do I Update My Data Using Queries?
- How Do Smart Tags Work?
- How Do I Create a Custom Field?
- What Are Custom Collections?
- How Do I Create a Custom Collection?
- How Do I Create an Organization Group?
- How Do I Delete an Organization Group?
- How Do I Merge Two Contact Records?
- How do I Clean Up Bad Mailing Addresses?
- How Can I Bulk Update Records Using an Import File?