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This document is a living list of all the tools that KM Partners currently use. KM Partners can update their PSO's row and let their peers know which tools they use for the following purposes: Accounting and Bookkeeping, CMS, Large Event (Conference) Registration, Contract Management/Document Generation, Survey/Form Tools, Office Suite, Email Marketing, Event-Related Email Reminders, Listservs, Phone Service, Videoconferencing, Project Management, Scheduling, Social Media Marketing, Team Messaging, Password Management, Screenshot/Screen Recording, and Time Tracking.

This document provides space for KM Partners to keep a beat on how their peers are naming records, particularly on the Opportunity and Campaign objects. Please add the naming convention your PSO uses for various Opportunity and/or Campaign records depending on their record type. There is a READ ME tab in the document with additional instructions.

This document provides instructions for where to configured picklist fields in both Salesforce and Drupal.