NookCRM terminology
Here are a list of common terms you may encounter when using NookCRM, its documentation and its community forums. Nook...
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Getting Started
Articles to get you up and running, quick and easy.
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We already use CiviCRM. Can I still access its functionality if I switch to Nook?
Yes. Nook is built on top of CRM. If you already use “core CiviCRM” functionality such as emailing, or to... -
Example Nook Case Journey and Questions (with template)
When you are configuring your NookCRM for first use, you will need to decide the Steps in your Case Journey... -
Basic case management (adding, editing cases etc)
Adding a case in Nook: To manually add a case: In the Case Overview or Waiting List screens, click the... -
An introduction to Tasks and how to use them
Tasks are one-off or repeated activities you do with clients. For example, make a telephone call, do a house visit... -
Nook training guide / manual
Is there a training doc or guid? Yes! We’ve produced this template training presentation as part of our onboarding process....
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