Getting Started
Getting Started
43 articles
How do I get started using Bloomerang CRM and how do I access support?
Database Management Essentials
How do I call Bloomerang Support to talk to someone on the phone?
Social Media Best Practices
How does Bloomerang store data?
User & Organization Settings
Overall organization settings in Bloomerang CRM and managing your user accounts
Manage Your Bloomerang CRM Account
Update Organization Settings
Two-Factor Authentication
Manage Bloomerang CRM Users
Why Was I Logged Out?
User Permissions
Where is my organization contact information used? Where does it appear other than in my settings?
What email address and phone number should I enter in Organization Settings and what is it used for?
Update the Fiscal Year
What is the support user? How do I activate the support user?
What is the difference between an Administrator and a Standard user?
How many users can we have in our database at a time? Can two users be working on the same report/letter/etc at the same time?
1099 Tax forms in Connect Express
I can’t log in. What do I do?
Billing
Subscription info, pay an outstanding balance, update your organization's payment metnod
Access Billing and License Information
View Bloomerang Invoices