As your event moves from Proposed to Planning, from Active or Complete, or across any stages that you have set up, you can update your Event Status…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Recent Posts
Manually Registering an Event Guest
If you need to register a guest manually or have sold tickets at the door and need to add attendees to your Guest List, you can do…
Read moreRemoving Table Selection from Ticketing Portal
After tables have been created, an option for ticket purchasers to select their table will be exposed in the Ticketing Portal. If you do not want to…
Read moreAssigning Guests to a Table
From the Tables & Seating menu, there is a panel on the left where you can locate Unassigned Guests. From your list of Unassigned Guests or from…
Read moreIntroduction to C360 BI
Missed our Introduction to C360 BI? Check it out below!
Read moreData Definitions
Within the Compass-360 application there are several data sources or tables of data. Think of these as Excel documents. Almost every table has a column that references…
Read moreSharing Dashboards
Once you’ve created a dashboard, you can share it with various stakeholders – executive leadership, board members, donors, etc. Navigate to the Dashboard that you want to…
Read moreDashboards
Dashboards are the presentation of our questions. They allow us to group questions and display them visually, in tables, graphs, charts and more. Dashboards can be private…
Read moreCore Questions
Below is a list of all the core questions with a short description. Constituents Count of Constituents by Type Visualized count of all constituents sorted by type….
Read moreQuestions
Questions are where we start with everything. Questions come in two varieties, Simple and Custom. An example of a question could be, “show me constituents who live…
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