Advice and answers from the VerticalChange Team
Product Changes
The VerticalChange team is continually adding & updating features, squashing bugs, and enhancing our documentation. Check out what we’ve delivered recently.
VerticalChange Set Up Details
Glossary of Terms and Features, Support Browsers, Quick Start Video
User Profile Settings
Changing your password or email address, uploading a photo and making changes to your user settings
Account
Managing your accounts: updating settings, setting hotkeys, creating permissions
Staff
Managing your staff users: adding new users, resetting passwords, suspending old accounts
Contacts
People, Families, and Groups: Create new, search for existing, and track data about
Forms
Creating new and editing existing form results for contacts, tracking complete and incomplete forms through goals
Form Builder
Creating new and editing existing form templates, definition and use cases for form fields
Programs
Creating programs, managing programs, tracking program-wide forms
Imports
Importing data from external data sources into your Vertical Change system
Participants
Inviting contact-level users to VerticalChange and managing their account
Permissions
How to manage your user's access through permissions
Reporting
Creating and running reports, adding filters to reports
Tasks
Creating and managing tasks
Mailings
Create and manage mailings
Organization Specific Articles
QRIS, BAR Reporting
Sessions, Registrations and Attendance
Registering your contacts for sessions and tracking their attendance
Support
Where to direct questions or comments and how to get the support you need
QRIS
Using the system for Quality Rating and Improvement System (QRIS)
Advanced Importer
Help articles for the Advanced Importer (currently in limited beta testing)