Fast Form Navigation
Compass CRM™ for Fundraisers offers a simplified form navigation paradigm -- called the Form Assistant -- that delivers pertinent information in a non-intrusive manner to simplify and accelerate data entry into the donor management system. The Form Assistant automatically displays a list of potential values (e.g., event names, programs, solicitations) that are tied to each data entry field. End users simply choose the appropriate value, delivered by the Form Assistant, as they navigate through the data entry form.	click to enlarge
Who this feature is designed for: All system end users Customer/donor service professionals Service scheduling dispatchers Business Value: Simplified navigation across core Compass CRM for Fundraisers data forms Deliver correct, timely information right to the system user Integration areas: All detailed forms Calendar integration Contact integration Task integration Compass CRM for Fundraisers toolbar, menu, and folder system