This article explains how to find what you need in Bloomerang CRM and how to get help.
Search for Constituents
At the top of any page, enter a search in the Search For Constituents box to find an individual constituent, organization, or household. Read more about how constituent searches work.
Find What You Need in Bloomerang CRM
From the side navigation menu, connect to all settings and information in Bloomerang CRM.
Home takes you to the home dashboard where you can track your fundraising and donor retention efforts, and take action through donor calls and tasks.
Constituents takes you to the constituent dashboard, where you can view all of your constituents and add new constituents.
Groups takes you to the Group Summary page, where you can view a list of all groups.
Reports takes you to the reporting area where you can generate onscreen or Excel reports.
Communications expands a menu with items about communicating with your constituents:
Emails: Create email templates and send out mass emails.
Journey Automation: Automate email acknowledgements, multi-step email campaigns targeted to groups, and happy birthday greetings.
Letters: Create letter templates and generate PDF letters.
Forms: Create and manage forms for online giving, event registration, email sign-up, and constituent info. You can also edit form settings that affect all Bloomerang CRM forms.
Engagement Surveys: Activate surveys for new, existing, and lapsed donors.
Tributes: Add tribute donations made in memory of or in honor of someone.
Payments:
Payments Home: Connect and manage payment processors, view and edit payout details, and view and resolve credit card payment failures.
Payment Confirmation: Enable online payment confirmation receipts.
Data Tools expands a menu with items you can add information to or update, including:
Import: Upload a spreadsheet of data in a few easy steps.
Bulk Update: Make bulk updates to Funds, Campaigns, and/or Appeals of transactions.
Bulk Delete: Permanently delete multiple transactions at the same time.
Merge Duplicates: Review and merge duplicate constituents to maintain the health and quality of your data.
Settings takes you to these areas:
Organization: Edit your organization's name, contact information, and social media accounts; turn on two-factor authentication (2FA); and export your data.
Users: Create and edit user accounts, configure email notification preferences for users, and generate and copy API v2.0 keys.
Custom Data: Manage custom fields and values for constituents, transactions, interactions, and notes. Manage custom values for relationships, funds, campaigns, and appeals. If your subscription includes membership management, set up and manage membership programs and levels.
Giving Settings: Define the donation range amount for each giving level.
Integrations: Configure accounting and email integrations, and connect to the National Change of Address (NCOA) dashboard.
Website Tracking: Track constituent visits to your website.
Billing & License: View usage and subscription information for your Bloomerang CRM account. View or update your payment method, pay your balance, and view any open or previous invoices.
Expand and Close Side Navigation
By default, the side navigation menu is expanded. To collapse the menu, click the arrow icon next to Home. When you collapse the menu, it remains collapsed the next time you use Bloomerang CRM.
To expand the navigation menu, click the arrow icon.
Read Notifications
Notifications alert you about new features and important announcements. Click Notifications 
to read or hide notifications.
Get Help, Submit Feature Requests, and Refer Friends
For help, click Help 
within the main navigation menu choose an option:
Help Center: Read online help articles and documentation about using Bloomerang CRM.
Bloomerang Learning: Complete on-demand educational learning paths and self-paced courses about using Bloomerang products. Read more about Bloomerang Learning.
Feature Suggestions: Submit and track your ideas for how we can improve Bloomerang products, or vote on suggestions made by other Bloomerang users.
Refer a Friend: Refer a friend or colleague to Bloomerang through our referral program.
Product Updates: Read recent and past updates to Bloomerang’s products in our changelog.
To chat with us, click Chat 
. Read more about Bloomerang Chat.
View User Settings
To view your user settings, click your profile icon 
and then click My Profile. In your profile, you can view your account details, API keys, and preferences.
Log Out
To log out of Bloomerang CRM, click your profile icon and then click Log Out.
Note: Your profile icon shows the first letter of the account name, not your username.
When you log out of one Bloomerang application, you are automatically logged out of any other Bloomerang applications that you are logged into with single sign-on.
For your security, Bloomerang CRM automatically logs you out 12 hours after you log in or after 3 hours of inactivity. This does not automatically log you out of other Bloomerang products.
If you are logged into multiple Bloomerang apps with single sign-on, you will not be automatically logged out of any of them due to inactivity as long as you are actively working in one of them.
Switch Between Bloomerang Applications
To go to Bloomerang Volunteer or Bloomerang Fundraising (formerly Qgiv) directly from Bloomerang CRM, click Apps 
.
Bloomerang uses single sign-on to simplify the login process. When you log in to one Bloomerang application and then log in to a different one, you can choose to link your accounts between the two apps. If you do this, you do not need to log in again when you switch between those apps in the future.