NeonCRM
Editing User Profiles
Last Updated: December 18, 2024Editing a CSDIAI Member Account is easily done through a few simple steps. Navigate to https://csdiai.org, the homepage of CSDIAI. In the Members menu, select Log In. You’ll wind up on this screen below. Enter your account credentials and you’ll find yourself on the Members Only landing page. Click on My Profile (Provided by NeonCRM)…
Adding Payments to Deferred Memberships or Event Registrations (Pay Later)
Last Updated: May 6, 2024When a member or agency chooses “Pay Later” during the membership join or renewal process, their membership(s) go into DEFERRED status. This is an inactive status, and will generally be omitted from any default filters for current memberships. Some CSDIAI reports and functions are manually forced to include DEFERRED memberships, but this is not the…
Creating an Agency Account and Membership for Bulk Billing
Last Updated: January 18, 2024When a member or agency wants to pay in bulk for each member at their company or agency, NeonCRM can facilitate this using the Company/Agency membership on a Company account. Click the “+ button, then select New Company In the pop-out window, enter the company or agency name. If you have the contact details for…
Resetting A NeonCRM Constituent/Member Password
Last Updated: January 18, 2024Instructions for Admin Users: Instructions for Constituents/Members:
Reseting a NeonCRM Admin Password
Last Updated: January 7, 2024If you’ve forgotten your NeonCRM Admin login password, resetting it is easy. Follow these steps: Once you’ve reset your password, you should be able to log into your NeonCRM Admin account. Resetting a NeonCRM Constituent/Member Password See this article.