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3.4. Navigation in Detail

You'll find the menu in light blue text along the top of your Campaign Manager screen.  We've designed our menu system to be intuitive and easy to navigate.  If you get lost, clicking the home icon will always bring you back to the initial Welcome screen.  Here's a brief summary of what you'll find in each menu.

Contacts

The Contacts menu is where you go to search and add Individuals or Organizations.

• Search/Add Individual: This is where you go to search the database for Individuals or to add new records.
• Search/Add Organization: This is where you go to search the database for Organizations or add new records.

Financial

The Financial menu is where you will find features to track and maintain financial data.

• Add Receipt: Here you can add a Contribution, In-Kind, Misc. Income, Reportable Pledge, Accrued Misc. Income, or Loan Received. As another option, you can create these transactions from the dropdown (i.e. directly click "Contribution").
• Add Disbursement: By clicking "Add Disbursement," you can add an Expense, Unpaid Bills, In-Kind Expenditure Mode, or Loan Made. Again, each option can be directly accessed by clicking the appropriate transaction.
• Other: An Internal Transfer and Third Party Contribution can be entered here.

• Other Functions:
• Accounts: This will show any bank accounts currently setup in the database.
• Batches/Deposits: Allows you to create Batches and Deposits for your transactions.
• Budgets: Plan out your estimated receipts and expenses according to financial categories you specify.
• Events: Create, edit, and plan your events.
• Allocations: Set allocation percentages.
• Reconciliation: Compare the balance on your organization's bank statement with the amount your register indicates.

Fundraising

• Online Donation Page: This option allows you to create and manage donation pages.

Compliance

• Government Reports: Automatically create government compliance reports according to FEC or state finance reporting standards, or for the IRS.  Your database will reflect the specific type of financial reporting your organization needs.
• Election Periods: Here you can edit the election periods in your database by type and year.
• Transaction Limits: This option allows you to set transaction limits by individuals and/or organizations.
• Best Effort Manager: Lets you create and send emails or letters to contributors asking for their occupation and employer data.

Reports
The Reports menu is where you will find methods for displaying and analyzing sets of information from your database.

• Custom Financial: Sort your financial transactions with the same level of detail that the Custom Reports generator gives you with your contact data.  Run your reports by Individual or Organization, for any time frame, for any election, and according to the category you specify.
• Custom Reports: This page allows you to select whatever group of records you want to use in whatever export format you choose.  Create highly targeted labels, lists, call sheets, reports, faxes, emails and other exports.
• Standard Reports:  Select from a list of pre-formatted reports for the most frequently requested combinations of data.

Tools

• Merge: This option allows you to merge duplicate records into a single record.
• Import Manager: Allows you to import data from an excel file, either to add new records or update existing records, and import records from Online Donation Pages/Web Forms
• Web Forms: Here you are able to configure externally facing forms allowing visitors to contribute, make pledges, etc.
• Find and Link Spouses: Allows you to search for possible matches for spouses and link them as such.
• File Library You can upload files and organize them.
• Address Standardization This tool lets you standardize the addresses of the records in your entire database.
• Mass Email: This allows you to send an email to multiple recipients at once.
• Direct Mail You can create letters for multiple recipients
• Calendar: This calendar gives you a visual on upcoming events and filing deadlines linked to your database.
• Thank You Manager: Creates a list of records that have contributions that have not yet been thanked. Also allows you to use Mass Email, Direct Mail tools , mark them as thanked, and also export the list into an excel file.
• FEC ID Lookup: Here you can enter a Candidate or Committee name to lookup a FEC ID.

 

Settings

• Connections: Allows you to create general connections to be used to link your records together.
• Categories: Classify your receipts and expenditures according to your own custom descriptions for your internal budgeting.
• Template Editor: Allows you to create templates that you can use for Mass Email, Direct Mail, and Online Pages.
• Codes: Use codes to track specialized information about Individuals and Organizations, i.e. age, special interests.  You can use codes to run detailed Custom Reports.
• Custom Fields: Allows you to create a custom field that will appear in your Records.
• Unsubscribe Manager: This will show a list of any entity that has unsubscribed from receiving correspondence through Campaign Manager.
• Custom Formats: Allows you to customize your Excel exports from Custom Reports.
• Briefing Book: Allows you to customize your Briefing Book exports from Custom Reports.

• Communications: : Log all of your conversations and correspondence using the default communication types we provide, or add your own custom communications.

System
The System menu is where you will control and monitor system users, find help for any questions you may have and log out.