If you use the Notes feature in Compass-360 so that you can take notes on your constituents, you can add custom Note Categories as needed. Navigate to…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Custom Relationships
Compass-360 comes with a default set of relationships. However, sometimes you need to create you own. Thankfully, Compass-360 allows you to create a relationship structure tailored to…
Read moreConstituent Record
As your organization comes into contact with new supporters, you will want to track basic information on these supporters in Compass-360. You can do that by adding…
Read moreMerge Duplicate Constituents
If you have duplicate constituents in Compass-360, you can merge the constituents together so that all of the ancillary data associated with the Constituent (i.e. donations, attendee…
Read moreConstituents
Constituents are the heart of Compass-360. Almost every type of record will link back to a constituent, whether it be a payment, attendance record, or questionnaire submission….
Read moreCreating Editable Templates for Fixed Usage Types
Locked templates of a particular usage type can be copied to allow you to add design elements to create custom forms. It is not recommended that you…
Read moreDocument Usage Definitions
The document usage type determines where a particular file will be made available within your database. General Document is stored within your database and will appear in…
Read moreAdd a Document
Utilize the File Cabinet Module to securely store and access files for record keeping and editing. From the File Cabinet Module, select the Folder View tab. Right…
Read moreMailChimp Integration
If you would like to be able to use your MailChimp templates in Compass-360, you must first connect Compass-360 to your MailChimp account. Navigate to the Digital…
Read moreSetup
Before using the Digital Marketplace, you’ll need to make sure that the users that will be using the Digital Marketplace, have access to the Digital Marketplace. Navigate…
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