Find frequently asked questions for the legacy CRM/CSS 1.4 here.
Getting Started Guides
- Mail Video 1: Sorting Mail
- Mail Video 2: Coding and Assigning New Mail
- Mail Video 3: Writing a Form Letter
- Mail Video 4: Assign a Form Letter Response
- Mail Video 5: Transmitting a Form Response
- Mail Video 6: Writing and Sending an Individual Response
- Mail Tutorial Videos
- How can I use Macros and Keyboard Shortcuts to process mail more quickly?
- How do I customize the Viewer Settings (layout) in Mail?
- How do I sort new email in the Inbox?
- How do I edit an existing contact's record?
- How do I update a contact's name and address information from the incoming email using Find Contact Info?
- How do I include images in my casework emails?
- What's New in Services/Casework in CRM?
- How do I run a Casework report?
- How does Casework email threading work?
- What happens to email that is sent to our casework email address?
- How can I enable email notifications for casework updates?
- How do I convert a Correspondence Activity to a Flag or Tour Request?
- How do I add an Attachment to a Flag or Tour request?
- How do I add a Follow-up or Journal to a Flag or Tour request?
- How do I compose and email a letter for a Flag or Tour request?
- How do I add a Flag to an existing Flag request?
- How do I create or edit Flags or Tours table values?
- How do I create a Saved Search in Contacts and Export to Excel?
- How do I note that a contact is threatening or dangerous?
- How do I import CRM contacts into the Gateway eNewsletter?
- How do I enter polling postcards or a petition?
- How should I format a list of contacts for import into the CRM/CSS?
- How do I find a contact?
- How do I start (initiate) a new workflow from Letters?
- How do I add a new form letter to Letters?
- How do I add automatic merge fields to my Correspondence Form letters?
- How do I find a letter a staff member has written?
- How do I customize my Viewer Settings (layout) in Letters?
- How do I edit or create a new signature?
Mailings (Gateway Connect)
System Tables (Codes)
- How do I set up issue/topic routing for emails submitted from website contact form?
- How do I add or edit group codes?
- How do I add or edit interest codes?
- How can our office use Interest, Group, Personal, and Tag codes?
- How do I create, edit, and apply Personal Codes?
- How do I add a new workflow to the Workflow table?
- How do I setup CSS 1.4 to open in Microsoft Edge?
- How can we get up and running with the CRM and eNewsletter?
- How do I sign into the Help Center?
- How do I adjust my Internet Explorer 11 settings?
- Why isn't spell check catching errors in my Microsoft Word letters?
- Should I use the CRM or the Gateway eNewsletter to send out mass email?