|
View Menu |
Top Previous Next |
|
The View Menu allows you to view various different things:
Contact View-this is the default view when you open CMS. List View-Click on this option to view all list of all your contacts. Click here for more information on the List View. Bank Account Register-This is a bank account register where you can assign transactions posted in CMS to deposits and withdrawals in whatever account you choose to list in CMS. You can keep track of account details as well as do basic money tasks like reconciling your bank account in an easy and efficient way. Click here for more information on the Bank Account Register. Calendar and Tasks: Reminders: Campers, Camper List View, Staff, Enrollments, Attendance: These are options available to those who have the optional camp/school module. For more information on optional modules click here. Directions: Opens up Mapquest to display directions from your organization's address (based on the address put in the options menu) to the current contact's address. Map: Opens Mapquest to display a map of the current contact's address. Google Search: Allows you to do a Google search on the phone number or name/zipcode combination. This is useful if you have a name and address but no zipcode or if you have a phone number without a name or address and would like to do Reverse Number Lookup.
|