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New Resources Published on CLC Toolbox

Hey there—We've been busy this quarter, writing additional guides to demystify EveryAction and NGP VAN! Below is a list of all of the new guides published since our public launch in March.

VAN Quick Start Series

Prepping for doors and phones has never been easier! 

This series includes five brand new courses with click-by-click instructions, friendly to beginners and returning VAN users. 

Highlights from the 19 new guides include:

• Set up a Virtual Phone Bank for OpenVPB 
• Cut Turf in VAN
• Canvass with MiniVAN
• Default Reports 

EveryAction Guides

All EveryAction guides and courses are FREE through the end of May, so make sure you take advantage soon! 

New Lessons for Strategy & Administration

Check out these new lessons to get the most out of your EveryAction. We have new guides on Source Codes, Contact Management, and Relationships, including: 

• Create a New Source Code 
• Retroactively apply Origin Source Codes to contacts without them
• Add a New Organization to the Database (En/Es)
• Use Relationships in EveryAction
• Standardize Folder Access via Shared Searches Account 
• Request the creation of an External ID

New Lessons for Development

New additions to Moves Management, Grants Management and Planned Giving:

• Assign Prospect Research including Reason and Type using the Major Giving Portfolio's Prospect Queue
• Create and Delete a Planned Giving Plan