Hi there, 

Whatever data projects, questions or concerns you find on your plate this summer, CLC Toolbox is here to help! 

We continue to add new content to the Toolbox. Here's what we've published since April 2025!

✨ NEW EveryAction Setup & Strategy Guides

Right to Exit

Right to Exit course

Whether your organization has outgrown your current tools or needs to make a database change for budgetary reasons, planning to leave your current CRM provider can be a huge undertaking. CLC looks forward to a tech landscape with a clearly established Right to Exit, where changing tools doesn't require navigating a convoluted process. 

Until then, we're here to help. Our new course on Right to Exit includes our current thinking on changing CRM providers and questions to ask yourself about what data needs to be exported and transferred. If your organization wants support in developing a concrete strategy for migrating on or off your current CRM, let's talk. 

Targeted Email

Customize and Publish a Recurring Commitment Failure Triggered Email

This guide covers how to set up and publish a transactional email through Triggered Email that will automatically send notices to donors whose recurring contributions fail (for instance for expired credit card information) to better retain recurring donors. 

Database Administration

Update User Committee Access

This is a quick guide for administrators looking to update committee access in a multi-committee set up. 

🤓 Need more support?

Have more questions than the Toolbox can answer? Need an EveryAction expert to work through your data strategy questions? 

Schedule a one-off or bundled Office Hours to get support with your strategy and implementation questions. 

Want a dedicated project lead to partner with you or even take over on those tricky database questions?

Schedule a free 60-minute consultation to share your current database projects, pain points or wishlist. Our team will develop a consulting proposal to address your specific needs.