Michael Crusinberry

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Activity overview

Latest activity by Michael Crusinberry
  • Michael Crusinberry created an article,

    Action Builder Update | Version 3.6.3

    Enhancements: Topline Changes Toplines can now be set on Connections, allowing you to display an entity's connection with other entities in the topline.  Additionally, we've edit the Top Topline, s...

  • Michael Crusinberry created an article,

    Using Action Network to Populate Action Builder

    If you're looking to skip the upload step and you already have an Action Network account, you can set up our Action Network - Action Builder integration to avoid doing any uploads at all!  You can ...

  • Michael Crusinberry created an article,

    Chart View

    This feature is available to all users Chart View is another way you can visualize your campaign in Action Builder.  Chart View allows you to break out your list in different ways and see the asses...

  • Michael Crusinberry created an article,

    Chart View Group By Options

    This feature is available to all users When using Chart View, you can group your chart by four different categories, Location, Connection Field and Connected To. Location Location has three options...

  • Michael Crusinberry created an article,

    Archiving Info

    This feature is only available to Admins Often times, a field or response is created by accident or is no longer relevant for your organization.  When that happens, you can archive the field or res...

  • Michael Crusinberry created an article,

    Action Builder <> Action Network Integration

    Turning on this Integration is only available to Admins Overview The Action Builder to Action Network integration allows you to connect your Action Network groups to Action Builder campaigns. By co...

  • Michael Crusinberry created an article,

    Quick Apply

    This feature is available to all users. If you need to apply an action across multiple records in your campaign, you can use the Quick Apply option.  By selecting the Quick Apply option, you'll be ...

  • Michael Crusinberry created an article,

    Creating and Editing Tasks

    This feature is available to admins, leads, and organizers. Tasks make it easy to assign, track, and manage the to-dos that will be crucial for any organizing campaign: talking to people at their h...

  • Michael Crusinberry created an article,

    Completing Tasks

    This feature is available to all users. From the Tasks page, you can quickly and easily see what to-dos have been assigned to you and complete them. To get to the Tasks page, you need to click on t...

  • Michael Crusinberry created an article,

    Viewing Tasks

    The Tasks view allows you to view all tasks in the context of the campaign and see progress toward completion of those tasks. It includes both all the tasks in a campaign and tasks that have been a...