Getting Started

With

NonProfitEasy

Table of Contents

Getting Help with NonProfitEasy 3

Basic Links in NonProfitEasy 3

NonProfitEasy Module Overview 3

Configuration 6

Contact Types 6

Affiliations 8

Relationships 9

Programs/Campaigns 10

Contacts: Add/Edit Contact 12

Donations 13

Add-Edit Donation Names 13

Recording Gift and In-Kind Donations 15

Membership 17

Configure Membership Type 17

Add Membership from Contact Details 19

Volunteers 21

Volunteer Activities 21

Part I: Add-Edit Volunteer Activity 21

Part II: Add/Edit Venue 23

Part III: Add/Edit Volunteer Position 24

Part IV: Add/Edit Shift 25

Add Volunteers to Activity 27

Events 29

Creating Events 29

Part I: Create Event and Event Scheduling 29

Part II: Configure Event Tickets 31

Part III: Configuring Venue Information 32

Registering Attendees for an Event 34

For More Information and Help 36

Getting Help with NonProfitEasy

This Getting Started Guide is just the tip of the iceberg when it comes to support for NonProfitEasy. Visit http://support.nonprofiteasy.com and create a free account for access to all NonProfitEasy tutorials and online documentation. For questions and problems not addressed in the online tutorials, you can also email us at . And lastly, if you have activated phone support for your organization, you can also call us at (707) 929-3563, Ext. 2. Phone support can be activated by going to the Settings link, clicking on the Account Information tab, and setting the Phone Support option to On.

Basic Links in NonProfitEasy

On the right side of your NonProfitEasy screen, you’ll see several text links:

Click on the Welcome link to view or edit your User Profile. This is where you can enter or update information about yourself, change your NonProfitEasy password, or enter your Email Signature.

The Dashboard is the place where you, your staff, your board, and any other designated folks can view information about your organization’s programs, donors, members, volunteers, or any other type of information that you want them to see—in real time. The Dashboard screen can be customized to highlight the information that is most important to each NonProfitEasy user.

The User link allows you to add new users, edit or delete users and set NonProfitEasy’s user’s access levels.

TheSupportlink will take you to the NonProfitEasy support site, where you can find useful resources such as Tips & FAQs, Tutorials, and Phone and Online support options.

If you are a system administrator, theSettingslink is where you will set up NonProfitEasy for your organization, configure User Roles, and other functions. You can also go to the Account Information tab via this link to manage your NonProfitEasy account online.

Whenever you’re done working in NonProfitEasy, you can click on Logout to end your session.

NonProfitEasy Module Overview

The modules within NonProfitEasy are integrated. That means information that is used by more than one module does not need to be entered multiple times. The Main Navigation Bar (the bottom portion of the black header) is where you'll find links to NonProfitEasy's various modules:

Contacts

Enter and view information about all of your organization’s contacts.You can also record Interactions and Tasks in relation to contacts, and set follow-up reminders for outstanding interactions and tasks.

Donation Management

This is where you will configure your organization's Donation Names, set Donation Alert Levels (to send e-mail notifications to your staff when certain donor giving levels are reached) and do Batch Auction Purchases and Batch Gift Entry.

Membership Management

If your organization has a membership program with different membership and contribution levels, here is where you'll configure NonProfitEasy to record and manage this information.

Volunteer Management

Configure Volunteer Activities and Schedules, Volunteer Time Availability, and Volunteer Skill Sets.

Events

Create events and package a series of events for your supporters, volunteers and community members, along with online registration, sponsor sections and more.

Communications

Create, edit and send donation acknowledgement letters, newsletters, e-blasts, and other communications. Because all of the modules in NonProfitEasy are fully integrated, a record of every communication that you send is automatically linked to the contacts receiving them.

Configuration

Configure specific data types or functions (such as Contact Types, Affiliations, Relations, Programs/Campaigns, Email Notifications, Icon Gallery, Committees, Ethnicity, Income Level and Contact Source) so that it reflects how your organization works.

Other Stuff

In this tab you can manage Financials, Input & Insight, and Documents, and any custom modules you may have.

Financials - Easily reconcile your donations, sales, membership fees and other income and be certain that each receipt is correctly linked to the appropriate contact, program, campaign or event in the Financials tab. Then simply export the deposit slip for QuickBooks or any other accounting system, or make use of the NPE-QuickBooks Sync Manager to seamlessly synchronize sales receipts from NonProfitEasy into QuickBooks.

Inputs & Insights - Quickly view the relevant details for all of your contacts, programs, campaigns, donations, pledges, members and more in the Inputs & Insights tab.

Documents - Upload, store and set user access to documents that can be accessed from anywhere on any computer.

Reports

Create and export customized reports about all of your organization's data, with as much detail as you like or use one of many predefined reports.

Configuration

Contact Types

  1. Contact Types are one of the core ways of classifying and organizing contacts within NonProfitEasy.
  2. A Contact Type should represent a class of contacts, important to your organization, for which a commonality exists and you desire to track information associated with that commonality.
  3. If you do not wish to track information about the commonality an Affiliation is recommended.
  4. To add and edit Contact Types mouse over the Configuration menu Header and click on Contact Type.
  5. This will bring up the Configuration Management – Contact Types screen where you will see a list of all currently configured Contact Types to which you can either add or edit.
  6. To add a new Contact Type click on the Add(+) button in the upper right hand side of the screen.
  7. This will open the Add/Edit Contact Type Screen which will provide options for configuring the Contact type.
  8. In the Contact Type field, enter the name of the contact type as it will appear in NonProfitEasy.
  9. The Contact Type Icon field allows you to set what icon will appear for contacts that have this Contact Type.
  10. You may click Upload Icon in order to change the icon for the contact type from either one already in the system, or one uploaded from your computer.
  11. Both Contact Type and Contact Type Icon are required fields when creating Contact Types.
  12. Checking the boxes for Include This Contact Type For will allow you to specify if the Contact type will apply to Individuals, Organizations or Both.
  13. The Default Contact Type checkbox allows you to specify if the contact type will be selected automatically for all contacts you add to NonProfitEasy.
  14. The Make Active checkbox indicates that the Contact Type will be usable in the system.
  15. When you have completed making changes click on Save & Close. You may also Save & Add New if you desire to create more Contact types.
  16. Click on Cancel or Close if you do not desire to make changes.
  17. To edit a pre-existing Contact type mouse over the contact type you wish to edit and to the far left you will notice two symbols appear. Edit (pencil) and Delete (X).
  18. Click on the Edit symbol for the Contact Type you wish to edit, which will bring up the Add/Edit Contact Type screen.
  19. To set it so that Contacts cannot be assigned a specific contact type you may set the contact type as inactive by clicking on the status button in the column on the right.

Affiliations

1.  Affiliations are used for grouping a set of contacts together based on some commonality, but without saving any information beyond that commonality.

2.  An affiliation can be anything from a cycling club, Boy Scout troop or even a periodic study group.

3.  If you desire to save information pertaining to the commonality between contacts then a Contact Type would be the best fit.

4.  If the affiliation is an organized group that interacts with your organization it would be best to add it as an Organizational Contact.

5.  To add an Affiliation in NonProfitEasy mouse over the Configuration menu in the Navigation Bar and click on the Affiliation option.

6.  This will open the Configuration Management – Affiliation screen from which we can see any currently configured affiliations and add new ones.

7.  To add a new Affiliation click on the Add(+) button. This will open the Add/Edit Affiliation pop up.

8.  The Add/Edit Affiliation popup has only a single field, which is required. Enter the name of the affiliation in this field.

9.  Once you have finished you may Save & Close, Save & Add New or Cancel.

10.  Click on Save & Close to return to the Configuration Management screen.

11.  You can edit a preconfigured Affiliation by moussing over the affiliation and clicking the Edit(pencil) button.

12.  This will open the Add/Edit Affiliation popup once again.

13.  Clicking on the Delete(X) button will remove the affiliation from the system.

Relationships

  1. Relations allow you to express the interpersonal and professional relationships that exist between contacts.
  2. To get to the Configuration Management – Relations screen mouse over the Configuration menu header and click on Relations.
  3. All currently configured relations are listed on this screen.
  4. To add a new relation click on the Add(plus) button on the top right of the screen.
  5. This will bring up the Add/Edit Relation popup.
  6. The only required field for a relation is the name of the relation.
  7. When you apply this relation to a contact the relationship will only appear one way, showing on the contact details of the contact from whom you made the assignment.
  8. To make the relation go both ways you must select the Apply Cross Relation check box.
  9. This will make a drop down menu appear that will allow you to set the name of the relation from the other contacts perspective, if different from the name you are creating.
  10. If the other relation name has not been set, it must first be created in order to create the link.
  11. Click Save & Add New to save this relation and create the other that it will be connected to.
  12. Once you have configured the relation as desired click on Save & Close, or click on Cancel to abort the current configuration.
  13. To edit or delete a relation, mouse over the relation name in the Configuration Management – Relation screen.
  14. Click on the appropriate icon that has appeared for the action you wish to take; Edit or Delete.
  15. Relations that are system defined will not allow you to edit or delete them.

Programs/Campaigns

1.  Programs and Campaigns are the core of how NonProfitEasy manages and reports your organization’s information.

2.  A program is one of your central goals and is usually centered on the mission statement of your organization.

3.  NonProfitEasy also provides you with the ability to create Sub-programs which can be used to track the major elements of a program.

4.  A Campaign is a specific event or activity that your organization undertakes to support one of its goals, or the organization in general.

5.  To view, edit and add to the currently configured Programs and Campaigns in NonProfitEasy, hover over Configuration in the Navigation Bar and click on Program/Campaigns.

6.  To add a new Program or Campaign, click Add(plus sign) located on the right hand side of the screen. The Add/Edit Program/Campaign pop-up screen will appear.

7.  Start by indicating whether this is a Program or a Campaign. If you selected Campaign, a new screen will appear that is similar but has some differences from the program screen.

8.  If this will be a sub-program of another program that has already been created, select the parent program from the drop down list.

9.  Type the name of the program or campaign in the Title Field.

10.  Type in a start date for this program or campaign, or click the calendar icon and select the date from the pop-up calendar. Start and end dates are most important for Campaigns that have specific durations. End dates for Programs are optional.

11.  Type in any information about the Program that you’ll want into the Details field. This will be used if you have elected to integrate this portion of NonProfitEasy into your website.

12.  Type in any descriptive information about the Program’s recipients or participants in the Recipient Description field (optional).

13.  The Display on Public Site field only applies if your Program web pages are integrated with NonProfitEasy, and you want this program to appear on your web site.

14.  The Make Active checkbox activates the Program within NonProfitEasy.

15.  The Make Active for Donors checkbox activates this program so that new donations can be linked to the program.

16.  The Make Active for Volunteers checkbox activates the Program so that new volunteers and volunteer time contributions can be linked to the program.

17.  When setting up a campaign, if NonProfitEasy has been integrated with your website, the Setup Campaign Rules For Online Transactions section allows you to specify which donations and memberships will be associated automatically with this campaign when paid for online.

18.  Once you have finished configuring your Program or Campaign simply click Save & Close. Should you desire to set up another program or campaign you can instead click Save & Add New. Clicking Cancel will disregard all changes and return you to the Configuration Management screen.

19.  Once you have returned to the Configuration Management screen hover over the name of any program or campaign you have configured. On the left you will notice two icons have appeared, Edit(pencil) and Delete(X).

20.  To delete the program or campaign click on Delete.

21.  To edit the program or Campaign click on the Edit button, which will once again bring up the Add/Edit Program/Campaign screen