Income records track and report every dollar that runs through your organization within Compass-360. By nature, they have a lot of complexities, but at the very basic…
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Compass-360
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Manage Income
Viewing & Editing Income Records
Single Record Once data is loaded, double click on a row to view the details and actions in the sidebar. Click on the arrow icon to expand…
Read moreSearching For Income
From the Income Module, you can search for income in various ways. By Constituent Use the typeahead search field to quickly find constituents in the database. It…
Read moreOverview
The Income Module is where all your income records are stored. You can create, update and report from here. Most income records will be created automatically via…
Read moreIncome 2.0
Advanced Letter Processing
The new income module features an Advanced Letter Processor that helps speed up your acknowledgement process. This tool allows you to locate income where the acknowledgment status…
Read moreRemoving an Event Attendee
Deleting a guest attendee record is a bit cumbersome, to ensure that records are not accidentally deleted or mismanaged. Once a record is deleted, it is gone….
Read moreUpdating Constituent Information via The Import Module
Sometimes you’ll find yourself exporting constituent information, modifying in your spreadsheet, and then needing to update in Compass-360. This is a common scenario and can easily be…
Read moreEnabling The Advanced Import Tool
There are two types of import tools. Basic & Advanced. Both are essentially the same, but the Advanced import tool has some extra features during the import…
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