CivicTrack Knowledge Base

Admin Section

How to: Create groups
The groups section in a constituent profile allows you to tag and flag the constituent into any group name you have created. A constituent can be tagged int...
Thu, 24 Feb, 2022 at 9:38 AM
How to: Add or update User Accounts
Whether it's adding a new user, changing permissions, or editing other details - the user accounts section will allow you to manager user accounts easil...
Thu, 24 Feb, 2022 at 9:39 AM
How to: Manage security profiles
You may have noticed on the user accounts list that there was a security number applied to each user account. That number is directly tied to a security pro...
Thu, 24 Feb, 2022 at 9:40 AM
How to: Manage drop down lists
The drop-down menu options are preloaded with a set of standard values, but can be customized by you. Whether it's an option that's not there, or so...
Thu, 24 Feb, 2022 at 9:40 AM
How to: Add a group name
The majority of drop down menu options are controlled under Customization > Drop Down Menus. Group names have a dedicated section under Customization >...
Thu, 24 Feb, 2022 at 9:41 AM
How to: Export to Excel
If you want to export constituent information into an Excel sheet, use this function! Excel sheets are great for a number of different reasons, whether you&...
Thu, 24 Feb, 2022 at 9:42 AM
How to: Create Printable Labels
Generating labels in CivicTrack is great if you want to print sticky labels on envelopes for a mass mailer you might be doing. It takes a lot of the time &...
Thu, 24 Feb, 2022 at 9:42 AM
How to: Create Letter
Exporting letters from CivicTrack takes a lot of the time & effort out of doing a mail merge between Excel and Word. Begin by going to the Admin sec...
Thu, 24 Feb, 2022 at 9:43 AM
Surveys
Surveys   Users can now create and send Surveys to their constituents for different purposes. In the Admin section at the bottom, you will see the Surve...
Tue, 17 Sep, 2024 at 2:20 PM