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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)

2024