CRM FAQs

Data FAQs

1. I see a record that needs to be deleted, deactivated, or merged with another record. What do I do?
   Please e-mail Tom Schenk [1]. Users don't have the security rights to delete or merge records. While you do have the security rights to deactivate records, please don't do so without contacting Tom.
2. Can I import records?
   Please e-mail Tom Schenk [1] if you have data that needs to be imported into CRM.
3. What is the procedure on handling member's passwords?
   Please review this procedure [2]. (draft)
4. Are there "rules" to follow when entering new data?
   Yes. Please review this document [2]. (updated 2/27/2009)
5. How can I show more than 50 records at a time?
   Yes, you can show up to 250 records at once. To change this setting, go to Workplace > Personalize Workplace > General (tab). On this screen, you can also choose which area displays first when starting CRM.
6. Can I add new reports or customize existing reports?
   Not really. It takes special software (SQL Reporting Services) to create reports and it is fairly complex to use. If you would like a report added or customized, please contact MIssy Casner [3] to get the report created/customized.
7. What are some tips for using "Quick Find" to find records?
   • Put a * before camp names (* is a wildcard)
     • bear - will find "Bear Camp", but not "Camp Bear" or "YMCA Camp Bear"
     • *bear - will find all of those camp names
   • You don't need to put a * after words however; it already performs this feature by default.
   • When searching for a person, searching by last name is quicker than first name.
   • When searching for a specific person, the most direct way to find them is to type last name, first name (e.g. schenk, tom)
   • The following fields are searched when using Quick Find on Contacts: ACA Number, Person's Name, Business Phone, Home Phone, Nickname, and E-mail Address.
   • The following fields are searched when using Quick Find on Accounts: ACA Number, Account Name, Main Phone, Zip.

Connection FAQs

8. How do I connect to CRM through the Terminal Server?
   Please follow the steps in this document [4]. (updated 9/23/08)
9. How can I see my local C:\ drive while connected to the Terminal Server?
   Please follow the steps in this document [4]. (updated 9/23/08)
10. Is there another way to connect besides Terminal Server?
    Not at the current time. We are working on adding other options however.
11. Can I print from the Terminal Server?
    "ThinPrint" software that will allow you to print to your local printer through the Terminal Server. You must...
    • a. Download software to install on your PC
      • 32-bit [5] (Windows XP)
      • 64-bit [6] (Usually Windows Vista and Windows 7)
    • b. Instructions to install [7] the software

Can I connect to CRM from a Mac?
Sure. You must first download and install [8] the Remote Desktop client for Mac, and then you connect in the same way as you would from a PC.