CauseVox

Jenna Notarfrancesco

Learn how to manage contacts and generate reports.

CRM & Reporting

How To Access The Contact CRM

How To Customize The Contacts Table Settings

How To Tag Contacts

How To Filter Contacts By Resources Or Tags

How To Deduplicate & Merge Contacts

How To Add Relationships In The CRM

How To Create Household Records

How To Create Organization Records

Learn how to create, update, and organize contacts across your CauseVox CRM.

Contacts

How To Create Global Custom Fields

How To Batch Import Data Into CauseVox

How Tagging Records Works

Importing Data

Understand how reporting works before you build your first custom report.

Reporting 101: How Data Works In CauseVox

Learn how each part of the Report Builder works and how to use it to shape your report output.

Reporting 201: Understanding The Report Builder

Use what you learned in Reporting 101 and 201 to create a complete custom report.

Reporting 301: Build Your First Custom Report (Step-by-Step Guide)

A complete learning path for understanding CauseVox data and building custom reports from beginner to advanced.

Building Custom Reports

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