Introduction to InterChange 4.0

Manual

The Salvation Army Southern Territorial Headquarters ©2018 InterChange University

InterChange

Introduction to InterChange 4.0 4.0

©2018 InterChange University

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Table of Contents

1: Introduction to InterChange ............................................................................................... 3

About InterChange ................................................................................................................... 4

InterChange Essentials ........................................................................................................... 4

InterChange 4.0 Interface Areas ......................................................................................... 6

How to Use the Action Bar .................................................................................................... 8

How to Add and Manage Shortcuts (Favorites) ........................................................... 9

How to Customize Your Home Page .............................................................................. 11

Job Aids: Introduction to InterChange 4.0 ...................................................................... 12

Introduction to InterChange 4.0 4.0

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InterChange 4.0 Manual Design and Conventions

Each chapter of the InterChange 4.0 Manual has been formatted in such a way so that you can learn

the material as easily as possible and locate the information you need as quickly as possible. Here

are the conventions and design features you’ll want to be aware of:

• Each chapter gives an overview of what’s taught in its corresponding class and describes the

learning goals for that particular course.

• Each chapter contains a Table of Contents, so that you can locate information quickly.

• At the end of most chapters are Job Aids, which are summarized steps of the different

required tasks you learned in class. (Please note that knowledge-based courses do not

contain Job Aids)

• All manuals have screenshots of the different areas of InterChange that accompany written

directions. These screenshots provide you with visual examples of what is explained in the

instructions. There are circles and arrows on each screenshot and the colors of these

pertain to the following:

-Yellow: Pay attention to this area

-Orange: Click on this area

-Dark blue: Click and choose from a drop-down menu

-Light blue: Enter text into this field

-Red: Click on this button/icon/hyperlink

There are also several icons in the manuals:

= Indicates a Helpful Hint

= Indicates a Reminder of something important covered in class

= Indicates a Job Aid

Introduction to InterChange 4.0 4.0

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1: Introduction to InterChange

Overview:

In these practice exercises, you will be introduced to and navigate through the

different areas of the InterChange 4. 0 interface.

Assumptions:

• These exercises are intended to be used for practice following

completion of The Introduction to InterChange class.

• These exercises are to be performed in, and assume you have access to,

the InterChange Practice Application.

Lesson Objectives:

o You will be able to quickly access InterChange and sign in to the system

o You will be able to identify the areas of the 4.0 interface

o You will be able to correctly use the Action Bar to search for and to add

constituents

o You will be able to navigate between the different active functional

areas

o You will be able to identify important menu items in each active

functional area

o You will be able to use and access the different areas of the Explorer Bar

o You will be able to use the Help Feature

o You will be able to customize your Home page

o You will be able to contact the InterChange Support Services Team with

your technical questions

Introduction to InterChange 4.0 4.0

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About InterChange

InterChange is The Salvation Army Southern Territory’s Enterprise Constituent

Relationship Management (CRM) System. A constituent is anyone who has a relationship

with The Salvation Army. A constituent can be a donor, a volunteer, a board member, an

accountant, an attorney or a fundraiser.

Because InterChange is our Constituent Relationship Management system, it is the way we,

in the Southern Territory, manage and track our relationships with our constituents.

Tracking constituent relationships helps us with our organizational mission. Because we

have InterChange, we are able to analyze the giving trends of our donors, keep track of the

interests of our constituents and identify which direct marketing appeals and campaigns

inspired our constituents to give gifts. Because we rely so heavily on the constituent

information in InterChange to make essential decisions, it is essential that we keep as

accurate and as detailed records in the system as we possibly can.

This is why it’s so important for you to learn how to use InterChange correctly. Not only

will the information in InterChange help you do your job better, but it will help our

organization, as a whole, reach its goals. In order for The Salvation Army to “do the most

good,” we must make sure the relationships we have with our constituents are strong.

InterChange is the tool that helps us do just that.

InterChange Essentials

Introduction to InterChange 4.0 4.0

©2018 InterChange University

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The InterChange Sandbox

The InterChange sandbox is a copy of the live, InterChange database. It is used for practice

and training purposes. The sandbox is separate from the live, InterChange database - any

information added or edited in the sandbox will not transfer over to the live database.

Use the sandbox for practice and to complete any exercises assigned by your InterChange

trainer. Contact InterChange Support Services to request sandbox login credentials and the

sandbox URL

How to Access InterChange Quickly

How to Contact the Support Services Team

My Sandbox Username:

______________________________________________

My Sandbox Password:

______________________________________________

_

Email: interchange@uss.salvationarmy.org

Phone: 1-877-267-8409

Hours of Operation: Monday-Friday 8:30 AM – 5:30 PM ET

1. Save as a desktop icon/shortcut.

2. Save as a favorite/bookmark it in the browser of your choice.

3. Save as your browser’s Home Page.

4. Go the InterChange website: thqinterchange.org and click on the link.

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InterChange 4.0 Interface Areas

1. Browser: This is where you type in the link to access InterChange Live and/or

the InterChange Practice Application. 2. Action Bar:

a. This area allows you to search/add constituents, organizations and others

into the InterChange system quickly and efficiently.

b. The drop-down menu next to your log in name allows you to log out and

change your password.

c. Organization calendar: TBD

3. Help Button: Click on this button when you need help/more information. The

Help Button is specific to the page/area you are in.

4. Explorer Bar: This left-hand pane is where you can save and find your

shortcuts. Things you’ve recently search for or recently accessed are listed here

as well.

1. Browser

2. Action Bar

4. Explorer Bar

3. Help Button

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5. Functional Areas: These areas within InterChange house data relevant to their

specific function. In the example provided above, you can see that the

Constituent functional area is where one would go to access and edit information

about constituents.

6. Menu items: These are the subareas found both in the drop-down menu of each

functional area and within the front page of the respective functional area.

7. Downward Arrows: These arrows indicate that information is

condensed/minimized. Click these to open up/maximize the full menus.

8. Upward Arrows: These arrows indicate that this area is fully

opened/maximized. Click these arrows to minimize the menu.

5. Functional Areas

6. Menu Items

7. Downward arrows

8. Upward arrows

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How to Use the Action Bar

How to Search with the Action Bar

1. In the Action Bar, pick a category from the drop-down menu.

2. Type in your search item into the Action Bar field.

3. Click on the magnifying glass.

How to Add with the Action Bar

1. In the Action Bar, type in what you’d like to add into the Action Bar field.

2. Using the “Add new” button to the right of the Action Bar field, choose from the

drop-down menu exactly what you’d like to add.

3. Add the pertinent information and Save.

Introduction to InterChange 4.0 4.0

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How to Add and Manage Shortcuts (Favorites)

1. First, go to the page that you’d like to save as a shortcut/favorite.

2. In the Explorer Bar, under Shortcuts, click “Add this page to my shortcuts.”

3. To change/edit your shortcuts, click on “Manage my shortcuts”.

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4. Click on the shortcut you’d like to edit. A box will open up with several options to

choose from (ie: Rename, Delete, Move to top, Move up, etc.)

5. You can also add additional shortcuts here as well by clicking the “Add a task”

button.

Introduction to InterChange 4.0 4.0

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How to Customize Your Home Page

1. From the Home Page, click “Customize”.

2. When the Customize home page box appears, click on a Functional area.

3. Then, check the menu items you’d like to have on your Home page and Save.

Introduction to InterChange 4.0 4.0

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Job Aids: Introduction to InterChange 4.0

How to Use the Action Bar

To Search:

1. Pick a category from the drop-down menu.

2. Type your search item into the field.

3. Click on the magnifying glass icon.

To Add:

1. Type what you’d like to add into the Action Bar field.

2. Using the “Add new” button, choose the appropriate option from the drop-down

menu.

3. Add and Save.

How to Add and Manage Shortcuts

1. Go to the page that you’d like to save a shortcut (favorite).

2. In the Explorer Bar, under Shortcuts, click “Add this page to my shortcuts.”

3. To change/edit your shortcuts, click on “Manage my shortcuts”.

4. Click on the shortcut you’d like to edit. A box will open up with several options to

choose from (ie: Rename, Delete, Move to top, Move up, etc.)

5. You can also add additional shortcuts here as well by clicking the “Add a task”

button.

How to Customize your Home Page

1. From the Home Page, click “Customize”.

2. When the Customize home page box appears, click on a Functional area.

3. Then, check the menu items you’d like to have on your Home page and Save.