EDGE
EDGErs, Partner Essentials is the ministry partner database we want you to use to help you grow and maintain your ministry partner team. Here are the steps we need you to take:
- Sign up for a Partner Essentials license through the NavOffice Store. Follow the instructions at this link to do so. Please charge your license to the cost center number (NavID #) that will be receiving your donations. If you are married or will be married soon, you only need to set up one account. Choose the cost center number (NavID #) that will be receiving your donations. The monthly $9 charge is withdrawn from your account on the day you originally subscribed of each month. Each month an automated process will withdraw $9 from your cost center. This transaction will show in the “Withdrawals” section of your Nav account in SFC.
- Access Partner Essentials. Go to your NavOffice hub and click on the blue Partner Essentials application. Click on the “Sign On” button and you’re in! This is how you will always access your PE account.
- Create your contact list. Create your contact list in a format that is compatible with Partner Essentials.
There are several ways to add contacts in Partner Essentials:
- Add Contact
- Add Multiple Contacts
- Using Tools:
- Import from Google
- Import from CSV
It is important that you have complete contact information for every contact (minimum: name(s), phone number(s), and address). We WILL be using this information at Funding School!
Have more Partner Essentials questions? Visit gethelp.solertiaelabs.com or submit a help ticket to Solertiae by emailing gethelp@solertiaelabs.com and one of their trained customer reps will reach out to help you.
Our MPD team cannot provide technical assistance with Partner Essentials. When The Navigators contracted with Solertiae, the provider and manager of Partner Essentials, top-level customer service was part of the agreement. Solertiae’s team is highly skilled and capable of resolving technical issues related to Partner Essentials.
Contact mpd@navigators.org for all other questions.