AMS Staff Intranet

This page and the resources it references are intended for any AMS staff using the CRM and related applications. These resources are for internal AMS staff use only. The pages can be accessed without a login, but only for people who have the appropriate link. The pages cannot be found by an Internet search or by navigating the public website. This is a work in progress, so links will be added as content is created. 

Getting Support

The primary contact for CRM support is the Data & Systems Manager, Erik Fonseca. The preferred method of requesting support or providing suggestions is to email crmsupport@milarch.org. It is also acceptable to call Erik at his work number. Service requests are tracked in a ticketing system. Enhancement requests are discussed by the Data & Systems Governance Team, led by the Vicar General, prior to approval.

Documentation

This section includes links to a variety of written documents that are intended to help you understand how to use the CRM and related applications effectively and in compliance with AMS expectations.

Videos

This section includes links to brief how-to videos, recorded trainings provided for AMS staff, and training videos from vendors about their applications.

  • Videos of less than 5 minutes:
  • Longer, AMS-specific training videos (approx. 45-90 minutes)
  • Introductory training videos by application vendors
    • Salesforce
      • Understanding accounts and contacts
      • Understanding reports
      • Understanding Communities
    • CauseView – nonprofit and donor functionality for Salesforce
    • Campaign Monitor – bulk email tool
    • Conga – document generation tool