Home Page

Once you successfully log in to Aegis CRM, the Home page displays items including the Navigation menu. Because the Home page is customizable, the layout of your page may be different than the one shown below.

Navigation Menu

The Navigation menu is where you access all modules available inAegis CRM. The following table identifies key modules listed on the Navigation menu and includes a description of each module.

Note: The modules that display on the Navigation menu depend upon the rights and permissions given to you by your Administrator.

Functional Area	Description
Home	Customize to display dashboards when you log in to the database.
Partners	Access donor information including giving activity.
Membership	Create and manage all aspects of your membership programs.
Queries	Build to quickly and accurately identify information in the database.
Funds	Establish designations when donations are made for specific purposes.
Appeals	Create and design new fundraising campaigns.
Events	Manage all tasks and other details for your events.
Segments	Build to categorize donors based on specific criteria.
Email Engine	Use MailChimp® to design email blasts for your campaigns.
Media Types	Track details about your media outlets and programs.
Inventory	Maintain the goods and materials used to further your mission.
Analytics	Determine the effectiveness of your organization.
Major Donors	Maintain all aspects of building relationships with major donors.
Volunteers	Manage all information related to the individuals who donate their time.
Charts	Design graphical images of data available in the database.
Batching	Enter multiple transactions in to the database at one time.
Fulfillment	Manage acknowledgements and orders.
Data Center	Import data from other applications.
Administration	Set user rights and system options.

To access a specific module in the database, click the button on the Navigation menu.

Navigation Sub-Menus

Some modules on the Navigation menu have a sub-menu with tasks you can complete such as locating and adding records.

Portal Menu

The Portal menu displays links so you can view Help documentation, chat with Support, and log out of the database. If you have access to multiple databases, the name of the current database displays and the Switch Database link is available to you.