Need Help?
If you need help, please email the Database Manager, or call David Aitken at 303-260-8987. There are links to help on your Dashboard, which is the first screen you see after logging in. The Dashboard is also the first entry …
Membership Director
See Add and Edit Events to set up events like affiliate meetings and volunteer events. Use the Search Article to find and edit people, candidates, and affiliates. See also the Volunteers article. Notes You can record Activities and Notes about …
Communications Director
See Add and Edit Posts to enter Press Releases, News items, and Letters to the Editor (Op-Eds). Use the Search Article to find and edit people, candidates, and affiliates. See also the Volunteers article.
Welcome Committee
Find new people Click CiviCRM on left sidebar menu. At the top, click Search, and then Advanced Search. Under Change Log, choose Added, and choose a Date Range Click Search. You will get a list of all people who were …
Campaigns Director
Overview Candidates have at least 2 records in the system, a Candidate Record, and an Contact Record. When a candidate is entered on the Run For Office page only the Contact record is created, unless an Contact Record can be …
Affiliate Development Director
Finding an affiliate record. Select CiviCRM from the left menu. Simple Contact Search Enter the affiliate county or region. Select the appropriate type. Click Search. Advanced Search Select the Contact type in the Basic section. In Custom Fields>Local Affiliates, select …
Search
Selecting CiviCRM will change the Dashboard to CiviCRM Home, and there is a menu at the top, starting with Search. Click Search to see several ways to search for people and affiliates. If you know the name of the person …
Affiliate Web Page Guidelines
County and Region Affiliates may have up to 5 web pages. Each page shall be created by the Database Manager. You need admin or state-leader privileges to create pages. The main page for an affiliate will have the form of …
Database Manager
System Structure CiviCRM handles the data and consists of a Contacts file which includes Individuals and Organizations. Organizations can be Campaigns, Affiliates, and Regions. There are records for each. WordPress handles the web front end. There is documentation on CiviCRM …
