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  • Introduction to InterChange 4.0

    Manual

    The Salvation Army Southern Territorial Headquarters ©2015 InterChange University

    InterChange

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    1

    Table of Contents

    InterChange 4.0 Manual Design and Conventions .......................................................... 2

    1: Introduction to InterChange ............................................................................................... 3

    About InterChange ................................................................................................................... 4

    InterChange Essentials ........................................................................................................... 5

    InterChange 4.0 Interface Areas ......................................................................................... 6

    How to Use the Action Bar .................................................................................................... 8

    How to Add and Manage Shortcuts (Favorites) ........................................................... 9

    How to Customize Your Home Page .............................................................................. 11

    Exercises…………………………………………………………………………………..………………12

    Glossary .......................................................................................................................................... 15

    Job Aids: Introduction to InterChange 4.0 ...................................................................... 21

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    2

    InterChange 4.0 Manual Design and Conventions Each chapter of the InterChange 4.0 Manual has been formatted in such a way so that you can learn

    the material as easily as possible and locate the information you need as quickly as possible. Here

    are the conventions and design features you’ll want to be aware of:

     Each InterChange University manual chapter provides an overview of what’s taught in its

    corresponding class and describes the learning goals for that particular course.

     Each chapter contains a Table of Contents, so that you can locate information quickly.

     All chapters have exercises at the end of the instructional manual, so that you can practice

    what you’ve just learned in the InterChange Sandbox (the training application).

     At the end of most chapters are Job Aids, which are summarized steps of the different

    required tasks you learned in class. (Please note that knowledge-based courses do not

    contain Job Aids)

     All manuals have screenshots of the different areas of InterChange that accompany written

    directions. These screenshots provide you with visual examples of what is explained in the

    instructions. There are circles and arrows on each screenshot and the colors of these

    pertain to the following:

    -Yellow: Pay attention to this area

    -Orange: Click on this area

    -Dark blue: Click on and choose from a drop-down menu

    -Light blue: Enter text into this field

    -Red: Click on this button/icon/hyperlink

    There are also several icons used in the manual chapters:

    = Indicates a Helpful Hint

    = Indicates a Reminder of something important covered in class

    = Indicates an Exercise

    = Indicates a Job Aid

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    3

    1: Introduction to InterChange

    Overview:

    In this class, you will be introduced to and navigate through the different

    areas of the InterChange 4. 0 interface.

    Assumptions:

     The exercises in this manual chapter are intended to be used for

    practice following completion of The Introduction to InterChange class.

     These exercises are to be performed in, and assume you have access to,

    the InterChange Sandbox.

    Lesson Objectives:

    o You will be able to quickly access InterChange and sign in to the system

    o You will be able to identify the areas of the 4.0 interface

    o You will be able to correctly use the Action Bar to search for

    constituents

    o You will be able to navigate between the different active functional

    areas

    o You will be able to identify important menu items in each active

    functional area

    o You will be able to use and access the different areas of the Explorer Bar

    o You will be able to use the Help Feature

    o You will be able to customize your Home page

    o You will be able to contact the InterChange Support Services Team with

    your technical questions

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    4

    About InterChange

    InterChange is The Salvation Army Southern Territory’s Enterprise Constituent

    Relationship Management (CRM) System. A constituent is anyone who has a relationship

    with The Salvation Army. A constituent can be a donor, a volunteer, a board member, an

    accountant, an attorney or a fundraiser.

    Because InterChange is our Constituent Relationship Management system, it is the way we,

    in the Southern Territory, manage and track our relationships with our constituents.

    Tracking constituent relationships helps us with our organizational mission. Because we

    have InterChange, we are able to analyze the giving trends of our donors, keep track of the

    interests of our constituents and identify which direct marketing appeals and campaigns

    inspired our constituents to give gifts. Because we rely so heavily on the constituent

    information in InterChange to make essential decisions, it is imperative that we keep as

    accurate and as detailed records in the system as we possibly can.

    This is why it’s so important for you to learn how to use InterChange correctly. Not only

    will the information in InterChange help you do your job better, but it will help our

    organization, as a whole, reach its goals. In order for The Salvation Army to “do the most

    good,” we must make sure the relationships we have with our constituents are strong.

    InterChange is the tool that helps us do just that.

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    5

    InterChange Essentials InterChange 4.0 Live:

    *Remember to only access this application when you feel comfortable using the system.

    InterChange Sandbox (for practice):

    *Remember to use this link for practice and to complete the exercises in this manual.

    How to Access InterChange Quickly

    How to Contact the Support Services Team

    My username:

    ______________________________________________

    My password:

    ______________________________________________

    _

    Ticket: interchange@uss.salvationarmy.org

    Call: 1-877-267-8409

    FL/MWV/NCV=Option 1 AOK/ALM/TX=Option 2 GA, NSC, KTN=Option 3

    Training= Option 4 Operations=Option 5

    1. Save as a desktop icon/shortcut.

    2. Save as a favorite/bookmark it in the browser of your choice.

    3. Save as your browser’s Home Page.

    4. Go the InterChange website: thqinterchange.org and click on the link.

    mailto:interchange@uss.salvationarmy.org file:///C:/Users/Gabrielle.Gujjari/Desktop/Resources%20for%20Trainers%20IC%204.0/Introduction%20to%20InterChange/thqinterchange.org

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    6

    InterChange 4.0 Interface Areas

    1. Browser: This is where you type in the link to access InterChange Live and/or the InterChange Sandbox.

    2. Action Bar:

    a. This area allows you to search/add constituents, organizations and others

    into the InterChange system quickly and efficiently.

    b. The drop-down menu next to your log in name allows you to log out and

    change your password.

    3. Help Button: Click on this button when you need help/more information. The

    Help Button is specific to the page/area you are in.

    4. Explorer Bar: This left-hand pane is where you can save and find your

    shortcuts. Things you’ve recently search for or recently accessed are listed here

    as well.

    1. Browser

    2. Action Bar

    4. Explorer Bar

    3. Help Button

  • Introduction to InterChange 4.0 4.0

    ©2015 InterChange University

    7

    5. Functional Areas: These areas within InterChange house data relevant to their

    specific function. In the example provided above, you can see that the

    Constituent functional area is where one would go to access and edit information

    about constituents.

    6. Menu items: These are the subareas found both in the drop-down menu of each

    functional area and within the front page of the respective functional area.

    7. Downward Arrows: These arrows indicate that information is

    condensed/minimized. Click these to open up/maximize the full menus.

    8. Upward Arrows: Th

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