Logging In & logging Out
Before accessing the Aegis CRM, you must log in to the database.
Open your web browser and enter aegispremier.com in the address line. Follow
these steps to log in to Aegis CRM:
Logging In

- Enter your Username and Password in the appropriate fields.
- If you do not know this information, contact your Administrator.
- Click Login.
If you have forgotten the password, click the Forgot your password? link and follow
the prompts to reset it.
Once successfully logged in, the Home page displays all of the modules available
based on the rights and permissions assigned by the Administrator.
After finishing work, users should log out of the database.
Logging Out

- Navigate to upper right corner of the Home page./li>
- Click on the Logout button – right facing arrow.
Home Page
Configuring the Home Dashboard STEPS
- From the Actions menu, click on the Configure Home Dashboard button.

- Select an item from the Available Column section in the center and drag and drop to either the Left Column OR Right Column sections.
- In the screen cap example, the Query – Revenue by Segment is being dragged to the second position of the left column.
- Users can also click the Arrow Command menu to the left or right of the Available Column to add and/or reposition their components.

- Select as many components as desired and reposition as needed.
- Click Save and Close.
- The newly configured Home dashboard will display./li>
Locate Function
Locating Donor Record
From the Navigation menu, click on Donors>Locate Donor.
- Enter as much information about the Donor in the fields as possible. The more accurate the criteria, the better chances of locating the correct record.
- In this example only the Last Name equal to Guerrero has been entered.
- Mark the Exact Match checkbox to locate only records that specifically match the criteria you enter in the fields.
- Mark the Head of Household to only include this option in your search.
- If more than one person lives at an address, this checkbox will only return the primary.
- Click Locate.
- Observe the results of the search for Last Name equals Guerrero.
- Observe the Color Coding of the four records:
- No color indicates a standard Donor record.
- Red indicates Donor record is part of a Pending Batch requiring QC.
- Green delineates a Prospect record.
- To locate another Donor record, click Clear to remove the criteria you entered in the fields.
- OR to open the record, click under the blue hyperlinked ID in the far lefthand column.