You can use Compass-360 to manage and record credits for payments that you make on behalf of your client. For example paying their phone or electric bill….
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Providing Service to your Clients
After setting up your users, Intake Questionnaire, Service Locations and Service Areas, you can begin to provide services to your clients. Login to your Community Service module….
Read moreSetup Services
You can set up the Community Service module to manage the different services and locations where those services are provided. And you can indicate which questionnaires will…
Read moreAccessing the Community Services
Open the Community Services module Enter the User Credentials to gain access to the interface. With full access to the Community Services Module you will see all…
Read moreSetup User Access
You can set up accounts for your staff and volunteers so that they can work with your clients in the Community Service module. You can limit each…
Read moreCommunity Service
Corporate Giving Campaigns
You can use Compass-360 to create and manage corporate giving and pledging campaigns (think United Way-stylized payroll deduction campaigns), which can manage pledges, payments, direct gifts, designations,…
Read moreConfiguring a Campaign Portal
After creating your campaign, you need to configure your campaign’s portal so that you can communicate the intent, goals and details of your campaign. This is the…
Read moreEditing Campaign Names
The name of the campaign that appears on the campaign’s portal can differ from the internal campaign name. For example, you may track all your campaigns internally…
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