Before you can make edits or add details to an income record that has been generated through an online portal, you must first link the income record…
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Compass-360
Help Docs, Job Aids & Frequently Asked Questions
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Recent Posts
Archiving a Membership
In the instance that a membership has gone expired, and you need to sell a new membership level, instead of updating the expiration date of the existing…
Read moreAccessing Self Management Portals
Self-Management Portals are powerful tools to engage your members in updating their own information, as well as keep them in the loop with events, payments, questionnaires, time…
Read moreMoves Management
Project, track and report on your major gifts (or any demographic strategy) using the Moves Management tool in the Constituent Module. Building a Life Cycle Commonly referred…
Read moreIncome
Income records are inherently complex. These can be donations, sales, sponsorships or more. Income can also link to several other records such as an Event or a…
Read moreConstituents
Constituents are the most common import. When importing other record types, constituents should be the first in your process. When first importing your constituent records, be sure…
Read moreTransaction Lifecycle
As credit card transactions are made, either via a Compass-360 web portal or the Compass-360 application, data will move through Compass-360, to your merchant account, to your…
Read moreModule Overview
Dashboard Use the customizable dashboard to view a quick snapshot of the various activities happening at your organization. You can see the last set of donations, track…
Read moreImport Column Definitions
Below are the column definitions for importing data into Compass-360. Some columns are required, some have a required set of values, while others allow for multiple usage….
Read moreFunding & Grants
If your organization applies for grants, you can use Compass-360 to manage the grant application process. Navigate to the Funding/Grants module. You will first want to enter…
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