ASSOCIATIONS & NGOS ERP · MICROERP GUIDECustomer Success.
Customer Success.
Help & documentation.
Maintain customer accounts, relationships, account health and history.
Open Customer Success in four steps.
- Sign in to Associations & NGOs ERP. Use associations-ngos.easymanagex.com/login with the account your organisation’s administrator created for you.
- Choose Customer Success. Pick it from your Associations & NGOs ERP workspace, or go straight to associations-ngos.easymanagex.com/customer/dashboard. The same sign-in opens every MicroERP you have access to.
- Start from Overview. The left sidebar lists every screen, grouped the way this guide groups them below.
- Jump with search. Use Search anything (⌘ K) in the top bar to go to a screen or record. Help & docs in the top bar brings you back here.
Every screen, by sidebar section.
31 screens in 7 sections. Each link opens the screen in your Associations & NGOs ERP workspace; you see only what your role allows.
Home
Customers
Success
Engagement
Renewals
Insights
What you can see depends on your role.
Customer Success checks your role on every screen and action. If a screen from this guide is missing, or a button is unavailable, ask your organisation’s administrator to review your access to Customer Success. Your data stays inside your own organisation.