Monthly Delighted Surveys
This contains information based on feedback from our monthly Delighted Surveys.
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Facebook Business Manager Access
This is the process for adding clients to Accordus’s Business Manager on Facebook.
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QBO/CRM Reconciliation
Accordus Process: Reconciling QBO & a CRMshare.vidyard.com Complimentary notes: Pulling from QBO Use donation income account – not just Sales Receipts Pulling from CRM Exclude pledges, non-donations, refunds, and soft credits Save file path Client Name > Database > YYYY Year-end Statements Naming files Client Name YYYY Reconciliation YYYYMMDD System Formatting QBO file Delete merged
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Project Plans: How-to
Project Plan: A report we sent to clients each month that is an export of tasks from TW. It shows work completed last month and planned for the upcoming month.
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Year-End Statements: All Departments
This is the process for year-end statements for all clients. This training is for all departments and is detailed.
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Little Green Light (LGL) Overview for Clients
Little Green Light is a platform for Customer Relationship Management (CRM).
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Accordus Shorthand and Abbreviations
Here are some of the most common abbreviations and phrases we use within our company.
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Print Receipting Process
This is the process for our clients’ print receipting.
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Zoom: How to set up Client Meetings
This post explains how to set up Zoom meetings with clients.
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Print Projects Process
Print Coordinator: Katie Gleeson DO THIS FIRST: Watch this quick walkthrough of how to launch a print task. Overview of Process: Watch video above On your client’s main page in TW, click the “+ Add Task List” purple button. Name the task list “PRINT” and select the “Print Project” template. Click “Add Task List.” Next you’ll
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