This basic level, recorded session examines how to enter and maintain constituent information. You will focus on how to create individual and organizational records using the Basic card. Other areas of study include how to setup Name and Address cards in each respective file and how to utilize the Desk Caddy feature.
Create Account
If you already have an account for a Community Brands Resource (Support Center, NetSuite Partner Portal, Knowledgebase, Wiki, User Community, or Community Brands University), you may log in with those credentials.
To create a new account or update your email address, click the Live Chat button.
If you need Technical Support for your software, please use the Support Center
