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Product Updates & Announcements

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

2 authors41 articles
VerticalChange Set Up Details

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

2 authors6 articles
User Profile Settings

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

1 author7 articles
Account

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

1 author7 articles
Staff

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

1 author8 articles
Contacts

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

2 authors29 articles
Forms

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

1 author16 articles
Form Builder

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

4 authors53 articles
Programs

Creating programs, managing programs, tracking program-wide forms

1 author6 articles
Imports

Importing data from external data sources into your Vertical Change system

1 author6 articles
Participants

Inviting contact-level users to VerticalChange and managing their account

1 author8 articles
Permissions

How to manage your user's access through permissions

1 author23 articles
Reporting

Creating and running reports, adding filters to reports

1 author25 articles
Tasks

Creating and managing tasks

1 author3 articles
Mailings

Create and manage mailings

1 author7 articles
Organization Specific Articles

QRIS, BAR Reporting

2 authors11 articles
Sessions, Registrations and Attendance

Registering your contacts for sessions and tracking their attendance

1 author6 articles
Support

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

1 author4 articles
QRIS

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

1 author3 articles
Advanced Importer

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

2 authors5 articles
2024
3 authors4 articles