corporate website and online services for boys and girls clubs of broward county l.
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corporate website and online services for boys and girls clubs of broward county

Corporate Website and Online Services forBoys and Girls Clubs of Broward County

CRM Export Guideline

December 2011

considerations
Considerations
  • You can export your constituent information through your CRM Reports
    • Constituents
    • Contributions
  • Use this information to print reports, graphics, labels, letters and more with standard tools like MS Word
access your crm
Access Your CRM

admincrm@bgcbc.org

(BGCBC123456)

-------------------------------------

Passwords are case-sensitive

Access CRM

welcome to your crm
Welcome to Your CRM

Click on Reports

crm reports
CRM Reports

Choose one of the reports available

--------------------

Example: Constituents Export Report

Export to Excel is enabled for all CRM Reports

crm reports6
CRM Reports

Export all to Excel or Selec/Filter

--------------------

In preparation for export of your CRM information into Excel, you can filter your data and export the results or choose to export without any filters

select filter constituents
Select/Filter Constituents

Filter Criteria - Optional

---------------------------------

Find/select constituents by name, location, preferences, roles, relationships, demographic data and/or contributions history

(driven by the information

available in your CRM)

export into excel
Export into Excel

Export your selection

export into excel9
Export into Excel

Look out for blocked pop-ups in your browser and enable them.

export into excel10
Export into Excel

Look out for blocked pop-ups in your browser and enable them

Save your Excel file and manage it to choose the columns you wish

use your crm info with commercial tools
Use your CRM info with commercial tools

Print letter/labels by using your CRM information, exported into an Excel file, in a Word mail merge

Many links available online. Example:

http://office.microsoft.com/en-us/excel-help/print-labels-by-using-excel-data-in-a-word-mail-merge-HP005203760.aspx

if you need any assistance contact us at support@donorcommunity com
If you need any assistance contact us at support@donorcommunity.com