Product Changes

The VerticalChange team is continually adding & updating features, squashing bugs, and enhancing our documentation. Check out what we’ve delivered recently.

Angela Lim avatarOcean Chow avatarW
3 authors25 articles

VerticalChange Set Up Details

Glossary of Terms and Features, Support Browsers, Quick Start Video

Angela Lim avatarVictor Christensen avatar
2 authors6 articles

User Profile Settings

Changing your password or email address, uploading a photo and making changes to your user settings

Angela Lim avatar
1 author7 articles

Account

Managing your accounts: updating settings, setting hotkeys, creating permissions

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1 author7 articles

Staff

Managing your staff users: adding new users, resetting passwords, suspending old accounts

Victor Christensen avatarAngela Lim avatar
2 authors8 articles

Contacts

People, Families, and Groups: Create new, search for existing, and track data about

Ocean Chow avatarAngela Lim avatarLauren Kozyra avatar
4 authors27 articles

Forms

Creating new and editing existing form results for contacts, tracking complete and incomplete forms through goals

Victor Christensen avatarAngela Lim avatar
2 authors14 articles

Form Builder

Creating new and editing existing form templates, definition and use cases for form fields

Angela Lim avatar
1 author49 articles

Programs

Creating programs, managing programs, tracking program-wide forms

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1 author6 articles

Imports

Importing data from external data sources into your Vertical Change system

Angela Lim avatar
1 author6 articles

Participants

Inviting contact-level users to VerticalChange and managing their account

Angela Lim avatar
1 author8 articles

Permissions

How to manage your user's access through permissions

Angela Lim avatar
1 author23 articles

Reporting

Creating and running reports, adding filters to reports

Angela Lim avatar
1 author23 articles

Tasks

Creating and managing tasks

Angela Lim avatar
1 author3 articles

Mailings

Create and manage mailings

Victor Christensen avatar
1 author7 articles

Organization Specific Articles

QRIS, BAR Reporting

Victor Christensen avatarLauren Kozyra avatarAngela Lim avatar
3 authors11 articles

Sessions, Registrations and Attendance

Registering your contacts for sessions and tracking their attendance

Angela Lim avatar
1 author6 articles

Support

Where to direct questions or comments and how to get the support you need

Angela Lim avatar
1 author4 articles

QRIS

Using the system for Quality Rating and Improvement System (QRIS)

Angela Lim avatar
1 author3 articles

Advanced Importer

Help articles for the Advanced Importer (currently in limited beta testing)

Angela Lim avatarJustin Rohrer avatar
2 authors5 articles

2024

Justin Rohrer avatarAngela Lim avatar
2 authors3 articles