Archive for category: Data Management

How to Merge Accounts

September 2, 2022/in Accounts & Contacts, AIM, Data Management /by Robert Reyes

How to Customize your Navigation Bar in AIM

August 13, 2020/in AIM, Articles for AIM Admin's, Data Management /by Altvia Growth

How to Export Data from AIM/Salesforce (Weekly or Monthly)

July 23, 2020/in AIM, Data Management /by Robert Reyes

How to Create a Batch Fundraising Record

July 8, 2020/in AIM, Data Management /by Robert Reyes

How to leverage your Data in AIM by Reporting on Interactions

June 15, 2020/in AIM, Data Management, Interactions, Reporting & Dashboards /by Altvia Growth

How to Configure State and Country Picklists

April 8, 2020/in AIM, Data Management /by Robert Reyes

How to Edit Fields Displayed On a Related List

September 30, 2019/in AIM, Data Management /by Robert Reyes

Checklists in AIM

April 26, 2019/in AIM, Data Management /by Robert Reyes