We’re here to help!
Icon Systems has a lot of resources available to help you navigate the software and learn how to accomplish your daily tasks within the system. Here’s a list of complementary resources included with your subscription to IconCMO and the top 7 ways.
- Printable Getting Started Guides & Tutorial Videos
- Help link shortcuts on every screen
- 24/7 access to the Support Forum
- Tutorial videos and webinar replays on YouTube
- This Blog!
- Live training webinars with Q&A
- Our knowledgeable support team
1. Help Guides & Videos
When logged into your IconCMO account—in the upper right hand corner you will find a small section of resource menus. Each menu has a list of resources that will give you guides, videos, links and information that can assist you in your daily processes
- Membership & Contributions videos
- Contribution videos
- Accounting videos
- Miscellaneous videos
- Getting Started
- Membership, Contributions & Fund Accounting setup guides
- Contribution, Attendance & Accounting year-end guides
- Payroll setup & processing guides
- Vanco & Bambora guides
- Web browser settings guide
- PDF guide
- What browser version and Operating System you’re operating
- Support’s contact information
- Link to the Support Forum & Videos
2. Help links on every screen
When you are working in IconCMO and you run into a question on a certain process or a certain screen, you can always click on the “? help” button in the upper left hand corner of the screen. This button brings you directly to support forum post that gives you more information on the screen, many times a short video tutorial is included with the documentation.
3. Support Forum
The support forum is a handy tool that allows you to ask questions, make suggestions and browse through other users’ questions about the system. You have the option of making each post public or private. If public, any user can answer or comment on your post or vote on your suggestion! An Icon Systems support tech will review all posts and comment quickly, usually within one business day. You can access the support forum in several ways.
- The help links in each screen as posted above in #2
- Under the ‘help’ menu in the upper right hand corner of IconCMO
- Under the ‘System’ menu on the left side of IconCMO
When you first access the support forum, you will be assigned an alias which you can change in the support forum screen once logged in. Your alias will be tied to your IconCMO username only. You must click “continue” on the screen portrayed in the image below to access the support forum:
4. YouTube channel
Our YouTube channel is full of webinar replays and video tutorials. Be sure to subscribe so you get notified when new videos are posted!
5. This Blog!
There is a lot of very useful information found right here in this blog! Fundraising tips, Security tips, how-to’s within IconCMO, and more! Just use the search box on the right, and enter a few keywords to lead you to a related blog post.
6. Live Training Webinars
IconCMO is committed in helping you utilize our system to its full potential. We host monthly webinars on different modules within the system. Even if you can’t attend live, go ahead and register anyway! You’ll receive an email with a link to the recording so that you can watch the replay at a later time.
These webinars are not just for beginners! Many seasoned users have attended and commented that they learned tips and tricks to improve their current processes that they may not have otherwise known.
To be notified of the upcoming webinars that we will be hosting, be sure to subscribe to our mailing list here:
7. Our support team
Most importantly you can always call our knowledgeable support team! There is no automated menus to reach us therefore, saving you time, frustration, and money. Our support is 100% in house, and not outsourced. We can be reached via phone call, email or you can call to schedule a one-on-one webinar training.