If a purchaser arrives at your event with a different guest than that which they previously indicated that they would arrive with, you can quickly assign that…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Recent Posts
Adding Fund Designations to your Donation Portal
If you would like your donors to have the ability to direct their donations to specific projects or funds, you can do so through the path of…
Read moreLinking Income to an Event or Campaign
If you are manually adding a full income record or editing an existing income record that needs to be linked to an Event, Campaign, or Membership, you…
Read moreDeleting a Campaign
If a campaign is was duplicated or created by accident, or has been determined to be unneeded, it can be deleted by an Admin account user. Select…
Read moreAdding Additional “Guest of” Slots
If your purchaser has accidentally assigned two tickets to one attendee or you have accidentally deleted a guest of a purchaser, you can add them back in…
Read moreBookmarks
You can now Bookmark your favorite Questions, Dashboards, and Collections to access them later from the sidebar. Bookmarked items also get a boost in your search results. You can…
Read moreTimelines
A selection of Events can be grouped into Timelines, and Timelines can be associated within a Collection. Collections can have Timelines, and Timelines can contain Events. To…
Read moreC360 BI Events
An Event is basically a date + a title + a description + an icon that can be added to a collection in order to give more…
Read moreCrafting a Question
Let’s run through an example on how to craft a question! First, navigate to the C360 BI tab in the Queries module and select New and Question….
Read moreCopying a Previous Event
If you are running an event with the same setup year-over-year, you can elect to Duplicate Event instead of creating a new one from scratch. You will…
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