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How-to guide
Open Advanced CRM
Eligible organization users can open Advanced CRM from the GoodAction nonprofit contacts area through the supported secure sign-on flow.
open crmssoadvanced crm
Troubleshooting
Troubleshoot Advanced CRM access
Confirm that the organization has an active eligible subscription and that you are using the supported GoodAction sign-on path before contacting support.
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How-to guide
Manage program funders
Associate funders with the relevant program instance and keep commitment and relationship details accurate.
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How-to guide
Manage program institutions
Associate delivery partners or institutions with the correct program instance and maintain their current details.
institutionprogrampartner