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Association Management Software (AMS)

Resource Page

Last page update: 11/17/2009
 
Bi-Monthly 60 minute CRM Q&A Webinars
Customized for you. Submit your questions 3 days in advance of the next scheduled Webinar. The first 30 minutes will be predetermined topics and the last 30 minutes will be answers to your submitted questions.
 

Training Modules

Contact Missy Casner at the ACA National Office to schedule a make-up training session for any modules that have been completed.

Navigation Training: COMPLETED. Agenda
CRM4M 201 Training: COMPLETED.  Agenda

Simple Meetings Training: COMPLETED. Agenda

Simple Meetings Transactions Training:  COMPLETED. Agenda
Intermediate Meetings :  COMPLETED

Exact Target Basic Training: COMPLETED

Intermediate Meetings Transactions:  COMPLETED
Advanced Meetings: Will be scheduled again upon request. Definition: A meeting with more than one registration type and prices, and group rates for camps bringing more than one person.
Leads: COMPLETED
Fundraising: Contact the National Office to request training.
 
CRM4M Users Guides and SOP's
ACA Data Entry Standards Manual       
ACA Prospecting Practices    
Navigation Visual Training Guide
CRM4M Accounting Guide                         
CRM4M Activities Guide
CRM4M Advanced Find Guide
Advanced Find Fields - for contacts & accounts
CRM4M Committees Guide
CRM4M Events and Meetings Guide            

CRM4M Events & Meetings Transactions Guide  
CRM4M Exact Target Guide  
CRM4M Exhibits Guide 
CRM4M Exhibits Transactions Guide
CRM4M Facilities Guide
CRM4M Fundraising Set Up Guide  
CRM4M Fundraising Transactions Guide          
CRM4M Intermediate Events and Meetings Guide 
CRM4M Intermediate Events and Meetings Transactions Guide
CRM4M Leads Guide     
CRM4M Meetings and Exhibits Reports         

CRM4M Reports - Overview and Description of Popular Reports
CRM4M Rosters Guide
CRM4M Section Boards Guide
CRM4M Simple Meetings Guide                              
CRM4M Simple Meetings Transaction Guide          
CRM4M Simple Meetings Reports Guide                       
CRM4M Speakers Guide                          
CRM4M Web Portal Conference Guide  
 
CRM and CRM4M Documentation and Tips
Protech CRM for Members 3.2 online documentation (not custom for ACA, but very helpful)
Microsoft Dynamics CRM 3.0 online documentation
Quick Tips from other Microsoft CRM users
Keyboard Shortcuts
 
Data FAQs (Topics covered are listed below.)
I see a record that needs to be deleted, deactivated, or merged with another record. What do I do?
Can I import records?
What is the procedure on handling member's passwords?
Are there "rules" to follow when entering new data?
How can I show more than 50 records at a time?
What are some tips for using "Quick Find" to find records?
Sometimes I have to wait 30 seconds or more before the record opens. Why?
 
Connection FAQs (Topics covered are listed below.)
How do I connect to CRM through the Terminal Server?
Can I see my local C:\ drive while connected to the Terminal Server?
Is there another way to connect besides Terminal Server?
Can I print from the Terminal Server?
Can I connect to CRM from a Mac?
 
Other Important Forms and Documentation
E-mail Tom Schenk at tschenk@acacamps.org if you see a record that needs to be deleted, deactivated, or merged with another record.
User Agreement
Explanation of Section Costs for AMS            Updated for fiscal 2010
Chart of Section Costs for AMS           Updated for fiscal 2010
 
Definitions
CRM, its modules; and CRM for M and its modules
CRM and Protech Definitions (Click on "glossary")
 

 
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