AMS Resource Page

Training Modules
Contact Missy Casner at the ACA National Office to schedule a training session for any modules.

CRM4M Users Guides and SOP's



* Guides have not been updated with CRM 4.0 changes.

Recorded Training Webinars

CRM and CRM4M Documentation and Tips

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