Overview
HighTide is a customizable CRM that allows your data to be managed in many different ways. Once your Record Types are configured, users are able to add, view, edit, and delete records in multiple ways.
Adding Individual Records
Please make sure that you have the proper permissions to add individual records. If you don’t have access, reach out to your Administrator.
To add a record you must first navigate to the Record Type you wish to add. If you would like to add a Contact Record you must navigate to the Contacts Record Type. Please note that HighTide is a fully customizable CRM, meaning that each organization can utilize naming conventions that are specific to their organization. This means that within your organization the Record Type for individuals could be referred to as Contacts, People, Donors, Constituents, etc.
After navigating to the Record Type, users will click on the Create Record button to add a record. Once the user clicks on Create Record, a side drawer will display all Show on Create fields and all fields with a red star indicating that the field is required.
Once the user adds the information in the fields the user will click Create to add the record to the database.
Adding Records via Import or Batch Entry
Please make sure that you have the proper permissions to add records via Importer or Batch Entry. If you don’t have access, reach out to your Administrator.
There will be times when users will need to add multiple records from a CSV or through batch entry. Adding records in this way is completed by navigating to the Record Type you wish to add records to. After navigating to the Record Type the user will select the drop-down arrow in the green Create Record Button and click on Import.
This action will open an import Wizard that you will complete, first naming the import and choosing the Record Type you are importing records for. Please note, the record type you navigate from will be the default record type, but users do have the option to change the record type if they choose. Users should use clear naming conventions for imports to easily identify the import if needed.
After naming the import and specifying the Record Type you are importing for, click Next to add any connections you have in your dataset. When adding a connection you will select the Connection name and then the Unique Property to match the connection from your dataset. If you do not have any connections you may select Next and if no connections exist on the Record Type you will be informed of that and have the ability to Skip to the Upload & Transform Step.
On the Upload & Transform page the user can upload a CSV file or choose to manually enter data. When clicking on Upload File you will be able to find the CSV you wish to upload from your computer. If you choose to Manually Enter Data you will navigate to a table that allows for inline editing.
Upload File
Once you have selected the CSV, if your file includes connections, you will identify the Connection and the Unique Property that the file should match. If no connections exist, select Skip or Next.
Once you upload the file, the HighTide platform shows you a Field Mapping screen where you will verify and choose the appropriate Destination Fields from the Incoming fields. In addition, you will be shown a preview of your data set as you hover over each field.
Once you verify and select your mapping, you will select Continue. The HighTide platform will validate your data and place it into a table. You are able to make edits to the data set before finalizing the import. Once you click Import the import will begin and you will be notified via email and through the notification bell in HighTide once the import is complete.
Batch Entry
Once you have selected Manually Enter Data, the data set table will appear.
You will then be able to quickly enter data in the table, very much like a Microsoft Excel spreadsheet, making it much easier to enter many records at once. You are able to arrange, sort, and find and replace the columns, allowing batch entry to be done quickly and efficiently. Once you click Import the import will begin and you will be notified via email and through the notification bell icon in HighTide platform once the import is complete.
Viewing Records
To view records in the HighTide platform you will need to navigate to the desired Record Type for the type of record you are looking for. Once you navigate to the Record Type you will be presented with a table view of the records. At the top of the table, you will see a filter button for each field that is presented in the table. From here you can select from the following operators, Starts with, Contains, Not Contains, Ends With, Equals, and Not Equals. Once you select your operator you can then add your search criteria text. In addition, additional rules can be added to improve your search results. After you have finalized your search criteria you will click Apply to execute the search.
Once your search is complete you can click on the record you wish to view by clicking directly on the line or by clicking on the ellipse and clicking View. The default view for a record is the Info tab where you can view all fields for the specific record. The Overview section is presented on each tab within the record view. Depending on the record, if field groups exist the fields will be grouped and be expanded and collapsed to view each field.
In the record view, in addition to the Info Tab you will see the Overview, Connections, Files, Notes, and Tasks.
Overview Tab
This view will present report widgets that are specific to the record you are viewing. Example reports would be lifetime giving, last gift date, etc. This view is customizable in the admin settings.
Connections Tab
If the record you are viewing has available connections, the connections tab will be enabled and you will be able to navigate to this tab to view existing connections and add/edit connections on the record.
Files Tab
If the record you are viewing allows the attaching of files the file tab will be enabled and you will be able to see any files that are attached to the record and add new or delete files.
Notes Tab
If the record you are viewing allows adding notes to the record the Notes tab will be enabled and you will be able to view and/or add/edit notes.
Tasks Tab
If the record you are viewing allows adding tasks to the record the Tasks tab will be enabled and you will be able to view and/or add/edit tasks.
Editing Records
Please make sure that you have the proper permissions to edit records. If you don’t have access, reach out to your Administrator.
Editing records can be done by navigating to the specific record you want to edit on Info. When you hover over each field a pencil icon will appear. By clicking on the pencil icon, the field can be updated and you can press enter on your keyboard or click Save.
Deleting Records
Please make sure that you have the proper permissions to edit records. If you don’t have access, reach out to your Administrator.
On the table view of the Record Type, you can delete the record by clicking on the ellipse button, and you will have the option to view or delete the record. Once you click on Delete a popup dialog box will appear asking you to confirm the deletion.
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