Tools

From Tools, you can perform a variety of tasks.

• Workflow designer — Build automated workflows with actions you need to complete — such as meetings, phone calls, and email communications — to engage constituents.

• Portal activity — Manage user activity in the portal.

• Data health — View your database's scorecard to evaluate the data quality of mailing and email addresses, phone numbers, and deceased statuses.

• Settings — Configure global settings for forms and portal to best meet the needs of your organization.