What is Community Connect?
Upic Community Connect is a software solution designed for the United Way based on Microsoft Dynamics CRM (defined as “Customer Relationship Management”, but perhaps more accurately described as “Constituent Relationship Management”).
Community Connect provides visibility, tracking, and information about constituents. A constituent can be a person, a company, department, or any other entity. They can be an external client who purchases or uses your company’s goods & services. A constituent can also be defined as an internal department or individual elsewhere in your company.
Within the United Way ecosystem, Community Connect tracks the following major entities, plus more:
- Accounts: Accounts are organizations with whom the United Way interacts, as participants in United Way efforts, as beneficiaries of United Way efforts, or in another capacity.
- Contacts: Contacts are individuals, typically associated with an Account, who interact with the United Way either as a donor or in another capacity.
- Transactions: View Transactions within this entity.
- Volunteers: Track volunteers, their activities, and interests using this entity.
- Value Propositions: Track value propositions and completion status using this entity.
- Board Membership: Board memberships can be tracked using this functionality, included Role, Status, and End Date of board membership.
- Designations: Designations can be tracked using this entity.
- Donor Information: Includes Donor Churn and Donor Channel types.
- Event Participation: The Event Participation entity is used to track Contacts who have participated in Events.
- Memberships: Memberships records the past and present Memberships awarded to Contacts. Memberships refer to all affinity groups.
- Prospects: Track prospective donors within this entity.
- Goals Projections Status: A one-stop overview of Campaign opportunities, with high-level oversight and the ability to drill-down to granular details.
Within these documents, “Community Connect” and “CRM” refer interchangeably to the Community Connect product from Upic Solutions.
Logging into Community Connect
Your local administrator will provide instructions on logging into Community Connect.
Navigating Community Connect
Community Connect requires mouse and keyboard for navigation and data manipulation. Please see the Navigation document for detailed information about navigating Community Connect. (Your screen may look different depending on your access level. The colors of your Community Connect installation may be different than those that appear throughout the documentation.)
Personal Community Connect Configuration
Within Community Connect, near the top-right of the screen, select the Gear icon and click Options (see screenshot below).
If there is a recommended setting, it is indicated by “recommended” in the text below. Important settings are marked with “IMPORTANT” in the text below. Settings without those indications can be set at the user’s discretion or as directed by your administrators.
On the General tab (screenshot above):
- Select the Default Pane and Default Tab that displays when launching Community Connect.
- Set the number of record to display per page. [recommended: set to 250]
- Select the default Advanced Find mode [recommended: set to Detailed]
- If you need High Contrast display, set it here.
- Set your Default Country/Region code [optional; consult your administrator]
- View your user information. Click the words “user information” to open your user record.
On the Synchronization tab (screenshot above), there are no user-level changes required.
On the Activities tab (screenshot above):
- Set your preferred default Calendar view
- Set your default work hours
On the Formats tab (screenshot above), make changes as preferred.
On the Email Templates tab (screenshot above), make changes as preferred.
On the Email tab (screenshot above):
- Select if other users can send email on your behalf [recommended: UNCHECKED (see below)]
- Select the types of email messages to track in Microsoft CRM
- Select if CRM should automatically create records [IMPORTANT: should be UNCHECKED]
If you want for other users in your UW to be able to send emails on your behalf from CRM it is necessary to configure a CRM setting to allow it, otherwise emails sent on behalf of other users will fail if it is not set. It is only necessary to adjust this setting once. Your local administrator can help determine how this should be configured for your needs.
- CHECK the box next to “Allow E-mail Router to use my credentials to send and receive e-mail on my behalf.”
- Click “OK” to save.
On the Languages tab (screenshot above), make changes as preferred.
Once you’ve made the changes you want, click “OK” to save your configuration.
Setting your default view in Community Connect
It is possible to set virtually any entity in Community Connect as your default view when launching Community Connect. If you work in a specific area of Community Connect frequently, you may wish to set that as your default view.
If you wish to set your default view, follow the steps below.
- Click the gear icon (“Settings”) to the right of your name at the top of the Community Connect screen to enter Settings.
- On the General tab, change the Default Pane to the Work Area you wish to have as your default view.
- Change the Default Screen to the entity you wish to have as your default view.
- Click “OK” in the lower-right corner of the Settings pane.
If you cannot see or access something described in these documents, or if some data you need to access is marked “read only”, please check with your local administration or with Upic Solutions. You may need additional security permissions.
Saving in Community Connect
Throughout CRM, click “Save” or “Save & Close” at the top-left of the page after you enter data into CRM.
It is necessary to “Save” or “Save & Close” only the first time you save a particular record. After the record has been saved once, further changes will be automatically saved, every 30 seconds. If you wish to manually save your work, you may do so at any time by clicking the tiny save icon () at the bottom right of the page.
Export to Excel
To export the selected View to Excel, click the “Export to Excel” button. Follow the steps to generate your Excel document.
If you are planning to re-import the exported data, be sure to check the box to “Make this data available for re-importing by including required column headings”. It is important that you do not add, modify, rename, delete, or re-order the columns in the Excel spreadsheet if you intend to re-import the records.
To import data into Excel, click the “Import Data” button. Follow the steps to import your data. This is an advanced process. Consult with Upic staff.