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Use Compass-360 to print mailing labels for any letters or mailings you might want to send to your constituents. There are several ways you can do this. Anywhere you can…
Read moreIf you track volunteer hours that your constituents volunteer in support of your organization, you can track those hours Compass-360. Navigate to the Volunteer module, and click on the Time…
Read moreIf there is a payment associated with an income record, a payment record will appear. Payments are actual payment methods recorded against incomes – such as a credit card or…
Read moreAccounting codes are a quick way to organize your funds. However, allocation of funds can be managed at a more detailed level by using Funding Needs. Navigate to the Site…
Read moreYou can use Compass-360 to run queries for bookkeeping reconciliation. Navigate to the Queries module and select the query you would like to run. A few queries you might consider…
Read moreIf you need to add or edit the phone number types for your constituents in Compass-360, you can do so in the Site Setup module. Navigate to the Site Setup…
Read moreIf you would like to have revenue from your donation portal, membership portal, or from a specific campaign or specific event, to be routed to different bank accounts, you can…
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