TMC CRM Documentation

Updated Campaigns: added new campaign 2026 Summer Backpacks with segment SU0626DM1, a Discipleship Center direct mail asking for student donations to fill backpacks.

Updated Campaigns: grouped the monthly newsletters into a new Newsletters campaign (Feb, April, May, June) and added the 2026 Summer Appeal with segment SU0526DM1.

Added new What Your Tasks Mean page explaining the dashboard task types (Birthday, Thank You, Prelapse Donor Alert, and the in-progress Immediate Recurring Missed), what triggers each, and which tasks each case-load worker gets.

Added new Tags, Fields & Campaigns: When to Use What article covering the strategy for when to use each tool, with practical query examples.

Added cross-links to the new Receipting Tool from Tags and Contacts vs. Individuals pages.

Updated Campaigns: added new campaign 2026 Easter with segment EA0326DM1.

Updated Campaigns: changed Mali Street Kids DM segment code to 2026FebNL and added new campaign 2026 Book Boom with segment BO0226DM1.

Split Tags and Campaigns into separate Tags and Campaigns reference pages under a new Reference section. Added campaign segment codes. Moved RTS tag to Communication Preferences and removed the Legacy Tags section.

Added new Virtuous CRM Screenshots page with annotated images showing how to edit contacts vs. individuals and where to update names. Added a section to Contacts vs. Individuals covering how the TMC Salutation field is used on mailings and how Special Receipting contacts are handled. Widened all pages for better use of desktop screens.

Initial launch with five core resources: The Big Picture overview, TMC Tags Reference, and articles on Contacts vs. Individuals, Campaigns and Projects, and Your First Query.