Click-Through Guides

    1. Set up BCC to Notes for Solicitor without EveryAction access

    2. Add a New User and Admin to EveryAction

    3. COMING SOON: Required Settings for Donor Solicitor User Profile

    4. COMING SOON: Levels of Phone Banker Access

    5. COMING Q4: Update User Profiles / Manage User Access

    6. COMING Q3: Required Settings for Donor Solicitor User Profile

    7. COMING Q3: Steps to Offboard User

    1. Simplify Folder Access with User Groups

    2. Standardize Folder Access via Shared Searches Account

    1. COMING Q4: EveryAction Subscription: Check which (development) Package your EveryAction Account Currently Has

    1. COMING Q3: Using EA Committees to Share Info with Orgs under the Same Umbrella

    1. COMING Q4: How to Set Up a Consent Note on Login for Data Privacy

    1. Create an Export Format for Email Mail Merge

Details

  • 5 Guides
  • EveryAction, VAN Relay

Access this course

(and more!) by subscribing to one of the following bundles.

Built in Collaboration

  • Asian American Advocacy Fund

  • Equitable Recovery & Reconciliation Alliance

  • Florida Wildlife Federation

  • National Domestic Workers Alliance

  • Showing Up for Racial Justice