Job Aids
Printing Mailing Labels
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....
Adding Images from Unsplash
Compass-360 connects to Unsplash, a site that provides beautiful, free images and photos that you can download and use for any project. You can easily download images...
Assigning Specific Contacts to Receive Acknowledgement Letters
In some cases you’ll want to send a thank you or acknowledgement letter to a specific contact linked to the constituent who made the donation. For example,...
Create an Event Banner using Canva
With Canva you can easily create stylish banners and graphics to be used with Compass-360. Open the Digital Marketplace and click the Start Canva button. Create a...
Record Searching
Query a List of Constituents by Tag
From the Queries module, expand the Constituent folder and double click on query 0005 Specific Tag Query. Choose the appropriate Tag to query along with other details...
Searching for Income from Online Sources
If your organization receives online donations through Compass-360, you can see a report of online donations from the Queries module. Click on the Queries module, click on...
Viewing a Constituents Giving History and Income
From the constituent module, search for a constituent. Right click on the record and from the dialog, select View Income Summary. If the constituent is part of...
View Constituent Giving by Zip Code
To see your income by zip code, run query [0025] Zip Code Search in the Constituent folder of the Queries module. Enter the zip code you are...
Viewing Donations or Income Over a Dollar Amount
Query [0046] Over Amount from the Income folder of the Queries module will show a list of individual donations, or other income over a specified amount. You can also...
Year End Tax Emails
Use Compass-360 to send your organizations year end tax emails and save a few on postage. From the Content Management Module, in the CMS Categories, click the...
Donations
Year End Tax Letters
Compass-360 can streamline the process of producing your year end tax receipts for your donors. First, head the the File Cabinet module to create or upload your...
Organizing Documents in the File Cabinet Module
The Compass-360 File Cabinet Module can store all of your letter documents and serve as a virtual file cabinet for your team. The File Cabinet is also...