Key Terminology

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As we integrate PledgeMaker into ClearView CRM, common terminology used with PledgeMaker may have changed for clarity. As time goes on, the list will grow to include any additional changes made between PledgeMaker and ClearView CRM!

info 16PledgeMaker is shifting in name to Operational Tools. The reason for the name change is to clarify the interconnection between PledgeMaker and ClearView CRM. As more and more features are available in ClearView CRM, PledgeMaker will exist as a back-end utility. 

Terminology Changes

Here is a quick list of common terms used in PledgeMaker/Operational Tools and their label ClearView CRM:

PledgeMaker/Operational Tools ClearView CRM
Bio Additional Demographics
Contacts Actions
Interests Tags
Relationships Connections
Tracking Opportunities

 

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privs 32  Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization.  If you have questions about your privilege settings, contact your administrator.