NAMI FAQs

1. From the NAMI 360 homepage, click on the Reportstab.

2. The Recent screen will default to your most recently viewed reports. Select All Folders from the side navigation on the left-hand side of the page, then click NAMI 360 Reports.

3. Select the Monthly Distribution Reports folder.

4. Select the folder for the appropriate month and year to view the monthly distribution reports for that time.

5. You will see three reports listed for each month:

- State Distribution Report_(month year): FOR STATE USE. This shows the memberships and amounts the state is receiving for their portion of each membership. You will also see one-third of any split donation listed.

- Affiliates W BANK Dist Report_(month year): FOR AFFILIATE USE. This shows the memberships and amounts the affiliate is receiving for their portion of each membership. You will also see one-third of any split donation listed.

- Affiliates NO BANK Dist Report_(month year): FOR STATE USE. This shows the data for affiliates whose bank information is not on file with the national NAMI office - their money has instead been sent to the state office.

Click on one of the reports to open it.

State Distribution Report_(month year): FOR STATE USE.

a. You will see the Total Amount due directly to your state office for the state portion of a member's dues and one-third of a split donation at the top of the report.

b. The rest of the report shows each member and how much you are receiving for them. You can click on the member's name or on their opportunity name to go directly to that information.

Affiliates W BANK Dist Report_(month year): FOR AFFILIATE USE.

a. You will see the Total Amount due directly to your affiliate office for the affiliate portion of a member's dues and one-third of a split donation at the top of the report.

b. The rest of the report shows each member and how much you are receiving for them. You can click on the member's name or on their opportunity name to go directly to that information.

Affiliates NO BANK Dist Report_(month year): FOR STATE USE.

a.You will see the Total Amount due to affiliates in your state with no bank information for the affiliate portion of a member's dues and one-third of a split donation at the top of the report.

b. You will see the affiliate's name listed as well as a Subtotal which is the total money due to that affiliate.

c. The rest of the report shows each member and how much the affiliate should receive for them. You can click on the member's name or on their opportunity name to go directly to that information.

7. To download the report you are viewing, click Export.

8. A window will appear (shown below) with two Export View options, Formatted Report and Details Only.

IMPORTANT:

In order to export the report as it appears in NAMI 360 into an Excel sheet, click onFormatted Report, then click on the green Export button (shown below in red box).

In order to export the report into an Excel sheet, and be able to sort and filter data within the Excel Sheet, click onDetails Only (shown below),then click the greenExport button (shown below in red box).

Reporting Program Data with NAMI 360 access

NOTE: In order to report program data in NAMI 360, you must have either Admin or Basic + Education access in NAMI 360. If you do not have NAMI 360 access, please follow the separate set of instructions for reporting program data in your User Portal.

1.The following will explain how to report program data in NAMI 360. To begin, log into your NAMI 360 account and click the downward arrow next to thePROGRAM MANAGEMENT tab (shown below). Then, select the Program Listings option from the drop-down list.

How do I add program listings?

2.This should bring you to the screen below titled My Program Listings, displaying all program listings available at your NAMI State/Affiliate organization. To enter the program listing of your choice, click on the program listing name, found under PROGRAM LISTING NAME (shown in red box below).

IMPORTANT: If you cannot find the program listing that you would like report program data for, it most likely has not been made. To add a program listing, please review the help article .

3.Click the program name listing name found under the PROGRAM LISTING NAME column (shown above). This will take you to a page displaying the chosen program listings DETAILS (shown below).

4.Review the details of this program listing to confirm that this is the listing for which you would like to report. Click on the RELATED tab, to the right of the word DETAILS (shown below). This will display two boxes labeledProgram Data Reports and Program Listing Leadersfor this program listing (shown below). Click the New button within the Program Data Reports box.

5.Choose the correct program for which you are reporting data for, then click Next.

6.You should now be able to report program data by filling out the required fields (denoted by red stars). When complete, click Save.

7.You should now be able to see this program data report within the Program Data Reports box (Note: Example below shows 0 program data reports (0))

Walkthrough Video

There are four (4) different levels of access available for NAMI 360 users.

Admin

Admin users have full access to add and edit all data for their NAMI State or Affiliate organization(s) in NAMI 360. This includes the ability to grant new users access to NAMI 360.

Basic + Modular

Basic access plus full or read-only access to one or more of the following modules:

Education

My Community

Read / Edit All Contacts

Read / Edit Members

No Access to Membership Batches

My Organization

Read States and Affiliates

Read Board and Staff

Read Manage Staff Access

Program Management

Read / Edit My NAMI Programs

Read / Edit Program Leaders

Read / Edit Program Listings

Read / Edit Report Program Data

Read NAMI Programs Overview

Reports

Access to Reports but cannot view data unrelated to Education

Access to NAMI Resources

Access to Help Center

Membership

My Community

Read / Edit All Contacts

Create new Contacts

Read / Edit Members

Read / Edit Membership Batches

My Organization

Read States and Affiliates

Read Board and Staff

Read Manage Staff Access

Program Management

No Access

Reports

Access to Reports but cannot view data unrelated to Membership

Access to NAMI Resources

Access to Help Center

Affiliations

My Community

Read / Edit All Contacts

Create new Contacts

Read / Edit Members

No Access to Membership Batches

My Organization

Read States and Affiliates

Read / Edit Board and Staff

Read Manage Staff Access

Program Management

No Access

Reports

Access to Reports but cannot view data unrelated to Affiliations

Access to NAMI Resources

Access to Help Center

Organizations

My Community

Read / Edit All Contacts

Read / Edit Members

No Access to Membership batches

My Organization

Read / Edit States and Affiliates

Read Board and Staff

Read Manage Staff Access

Program Management

No Access

Reports

Access to Reports but cannot view data unrelated to Organizations

Access to NAMI Resources

Access to Help Center

No Access

Anyone with the No Access permission level cannot log in to NAMI 360. When an individual no longer needs NAMI 360 access, simply change their access level to No Access.

NAMI User Portal

Home Page

On the home page of the NAMI User Portal, you are able to view:

My Memberships- A listing of all of your current and past NAMI memberships.

My Transactions- A listing of your donations as well as store purchases for the past 5 years.

Advocacy Actions- A listing of your advocacy actions taken within the past year.

Event Attendance-A listing of the events you attended within the past year.

NAMIWalks- A listing of NAMIWalks you have participated in the past year.

Main Navigation

Home- a quick link back to the User Portal homepage

Membershiplinks to:

My Memberships- a listing of all of your current and past NAMI memberships.

Become a Member- complete an online form to join a NAMI Affiliate as a member.

Membership Renewal- complete the online form to renew a current or lapsed membership.

My Actionslinks to:

My Transactions- a listing of your donations as well as store purchases.

My Activity - a listing of all of your advocacy actions, event attendance, webinars and NAMIWalks.

Report Program Data-leads to a page where you can report program data.

Get Help- aquick link to the Help Center.

User Profile Links links to:

Home- a quick link back to the homepage.

My Profile- view and update your profile.

My Settings - username and password information

My Account

Log Out

This article will review how to bothadd and remove Board & Staff names on your NAMI organization's page on NAMI.org.

How to add Board & Staff names to display on your NAMI organization's NAMI.org page (you can find your organization page using https://www.nami.org/find-your-local-nami) :

1. Once logged into NAMI 360, click on the downward arrow to the right of the My Organization tab (shown below). Click on Board & Staff from the drop-down list.

[email protected]

2. Once on the Board & Staff page, click either the "AF number" to the left of the individual's name, or the downward arrow to the far right of the row (both shown below), in order to open up the organization affiliation record. For this example, we will click on the "AF number" to the left of the contact name.

3. After clicking on the "AF number", you will find the Affiliation record for this individual's role within your organization's Board & Staff list (shown below). Make sure that the individual's Role is chosen from the Role Picklist, a Start and futureEnd Date are placed, and that the Status is set is asCurrent.

The individual's contact information (email and phone) is not required. If you click in the Primary Box, the Afffiliaton's Organization will be stored on the Contact record.

Note: If you would like to edit any of these fields, click on the grey pencil to the far right of the field lines (shown below), edit the field, then click Save.

4. When the Affiliation record is complete, click in the Show on Web? box (shown above). Within a few minutes, the individual's name, role, and contact information will display on your Affiliate page on nami.org. If the name does not appear on the Affiliate page on nami.org within an hour, please reach out to [email protected] for assistance.

IMPORTANT:If the name and information still do not appear on your Affiliate page on nami.org after an hour, please uncheck the "Display on Web?" box again, click Save, then check the box and click Save again. This will re-trigger the system to recognize a change has been made, and should then update properly within an hour. If this does not resolve the issue, please reach out to [email protected] for assistance.

How to remove Board & Staff names from display on your NAMI organization's NAMI.org page (you can find your organization page using https://www.nami.org/find-your-local-nami ):

1.Once logged into NAMI 360, click on the downward arrow to the right of the My Organization tab (shown below). Click on Board & Staff from the drop-down list.

2.Once on the Board & Staff page, click either the "AF number" to the left of the individual's name, or the downward arrow to the far right of the row (both shown below), in order to open up the organization affiliation record. For this example, we will click on the "AF number" to the left of the contact name.

3.After clicking on the "AF number", you will find the Affiliation record for this individual's role within your organization's Board & Staff list (shown below).

Note: If you would like to edit any of these fields, click on the grey pencil to the far right of the field lines (shown below), edit the field, then click Save.

4. Click in the Show on Web? box (shown above) to "uncheck" the box. Within a few minutes, the individual's name, role, and contact information will be removed from your Affiliate page on nami.org.

IMPORTANT: If the name and information still appear on your Affiliate page on nami.org after an hour, please check the "Display on Web?" box again, click Save, then uncheck the box and click Save again.This will trigger the system to recognize a change has been made, and should then update properly within an hour. If this does not resolve the issue, please reach out to for assistance.

Membership Renewal

Log into the www.nami.org website and select Renew membership from the MyNAMI page.

From the main menu expand "Membership" and select "Membership Renewal". You will see a list of all current and dropped memberships.

Check the box next to the membership you wish to renew and click "Next".

Optionally, add an additional donation to your renewal and click "Next".

Complete your billing information and click "Next".

View your transaction summary and click "Complete Transaction" to complete your transaction.

The dates for the convention are July 15 - 18. The convention will be held in at the Atlanta Marriott Marquis. All convention sessions and activities will take place onsite at the Atlanta Marriott Marquis hotel.

Have some thoughts on how to make NAMI360 better for you and other NAMI organizations? Great! We would love to hear your thoughts and recommendations. Please email us at [email protected] and we'll add it to our list of recommendations!

You can see planned changes and releases to NAMI360 on our website here !

Salesforce CRM was originally created for Business-to-Business (B2B) companies, so sometimes a little translation can be helpful to nonprofits implementing Salesforce. Check out this vocabulary list for some basic definitions and translations.

Account

An Account is a collection of Contact records. For example: NAMI State Organizations, NAMI Affiliates, Organizations, Corporate Partners, Foundations, Households. Each Contact record is associated to at least one Account. For most Contacts, this means they will be associated to a Household account (even if its a household of one person).

Affiliation

In Salesforce, the term Affiliation means has a relationship with. Employees are affiliated with their Employer (Organization). Members are affiliated with a NAMI State Organization or NAMI Affiliate. Program Leaders are affiliated Programs they are leading. State/Affiliate staff and volunteers are affiliated with a State/Affiliate.

App

A collection of related functionality in Salesforce. Examples of Apps include Contacts, Accounts, NAMI Board Community, and HelpLine.

Campaign

Campaigns are an event or item thats happening. For example: Convention, Advocacy campaigns or a fundraising effort. Opportunities (money coming in) are tracked to campaigns.

Chapter

Chapter is a generic term used to refer to NAMI State Organizations or NAMI Affiliates. We will do our best NOT use the word Chapter when possible, but there are some places in Salesforce for NAMI national where its necessary.

Contact

Any individual record in Salesforce. This includes members, donors, website users, state/affiliate staff, etc.

Dashboard

A visual representation of your report data. It provides a real-time snapshot of your outcome measurements and key evaluation indicators.

Details Page

This is where primary information is displayed, for example: Email, Address and Phone for a Contact.

GAU

General Accounting Unit. GAUs and GAU Allocations detail how money coming into NAMI is mapped to Accounting codes. These apply to donation, memberships, grants any money that NAMI is bringing in.

Household

In the Nonprofit Success Pack, the Households group contacts around a physical address, limiting mailings to only one piece per physical address, and aggregating donation and membership information. Every Contact is in a Household, even ifthey'rethe only individual in a household.

If an individual in a Household has purchased a Household membership, all Contacts in the Household receive the benefits of that Household membership.

Lead

A lead is a potential sales opportunity. When you see leads, think prospective donors, program participants, members, etc. These are people who might have expressed an interest in your programs, but with whom you have yet to have significant interaction.

Lightning

The latest, greatest version of Salesforce, which NAMI will be using. You may hear about Salesforce Classic, but Classic functionality by and largewon'tbe relevant to us.

Object

An object allows you to store information in your Salesforce.com organization. The object is the overall definition of the type of information you are storing. If you are familiar with Excel, you might think about an object as a worksheet or a table.

Opportunities

Opportunities refer to any items where payment was involved, such as event registration, membership purchases, donations, grants and store purchases. NAMI has different types of opportunities so we can easily look at all of the convention registrations or membership purchases (e.g.).

Payment

Payments allow you to split a donation over a fixed period (a year, for example), and let you track the current and future payment amounts. This is particularly helpful when your donor households and organizations set up a multiple payout schedule for their donations or grants.

All Opportunities save new donations as Payments by default, even single donations (that is, donations paid in a lump sum). When you create a new Opportunity and set the Stage field to Posted, Salesforce creates a Payment for the full donation amount and records the donation as paid in full. If you want, you can override this behavior by selecting the Do Not Automatically Create Payment checkbox when you create the Opportunity.

Payment Transaction

Payment transactions are automatically created from the User Portal and NAMI360 transactions and linked to the Opportunity. Payment Transactions record Authorize.net specific information such as transaction ID and credit card authorization details.

Profile

A profile in Salesforce is a group of settings and permissions assigned to a user. Profiles controls what a user can do in Salesforce.

Program

A NAMI education or advocacy program, such as NAMI Family-to-Family, NAMI Family & Friends, NAMI Family Support Group, NAMI Smarts or Bases y Fundamentos de NAMI.

Program Leader

Someone that leads a NAMI education program, presents a NAMI presentation, runs a NAMI support group or leads trainings for new program leaders. Currently we would refer to program leaders as: mentors, facilitators, teachers, presenters or trainers.

Program Offering

This is a mapping of NAMI programs to a NAMI State or Affiliate. For example, tracking that NAMI Northern Virginia offers NAMI Ending the Silence, NAMI Smarts and NAMI Basics.

Program Session

This is a specific class, presentation or support group meeting. For example, a Program Session might be NAMI Northern Virginia holding a NAMI Ending the Silence Presentation on May 4th, 2018 at 6 pm at the Arlington Public Library.

Related Lists

This page lists related or affiliated information for an object. For example, on the Related page for a Contact, you would see State/Affiliate associations, Opportunities, Notes, etc. You can think of Related lists as Additional Information.

Stages

The stage describes where you are in the solicitation process. When entering an opportunity, you need to pick which stage that opportunity is in. Stages have probabilities associated with them. When you change the Stage to "Posted," the Probability (%) field automatically updates to 100. You can also manually adjust the Probability if desired. Stages are associated with an Opportunity Status frequently used in reports.

My Activity

From the main menu expand "My Actions" and select "My Activity". Here you will find all of your past advocacy actions, event attendance, webinars and NAMIWalks.

Send an email to [email protected] with your registration number and what the correct information should be.

From the main menu, click on Membership and select Become a Member.

Select a membership type from the drop down and click Next.

A list of NAMI Affiliates near your address will automatically display. You can also search for additional affiliates by typing in the name of a city or state in the search box. Check the box next to the NAMI Affiliate you would like to join and click Next at the bottom of the page.

If you would like, add an additional donation to your renewal and click Next. The donation will be split equally between the NAMI Affiliate you are joining, the associated NAMI State Organization, and the national NAMI office.

Complete your billing information and click Next.

View your transaction summary and click Complete Transaction to complete your transaction. Please note: your payment and membership will not be processed until you click the Complete Transaction button.

Running Reports

1. From the NAMI 360 homepage, click on the Reportstab.

2. The Recent screen will default to your most recently viewed reports. If the type of report you are searching for does not appear on the Recent list, or if the screen is blank, select All Reportsfrom the side navigation on the left-hand side of the page. This will populate the complete list of available reports.

3. To run a report, click on the report name.

Available Reports

1. From the NAMI 360 homepage, click on the Reportstab.

2. The screen will default to your most recently viewed reports. If the type of report you want to run does not appear, or if the screen is blank, click on All Reportson the left-hand side of the page. This will populate the complete list of reports available. Clicking on the report name will open the report.

[email protected]

3. Available reports include:

Active Member Directory

Active Members

Active Members Expriring by Timeframe

Affiliate-New Members this Month

All contacts

Dropped Member Directory

Full Member Directory

Lapsed Member Directory

Membership eBatch-Affiliate

Membership Summary

NAMI Affiliates

Online Membership

Program Data for Classes

Program Data for Miscellaneous Meetings

Program Data for NAMI Smarts

Program Data for Presentations

Program Data for Support Groups

Program Leader Designations

Program Leader List

State Distribution Reports

Affiliation Distribution Reports

4. To select the fields you would like to have displayed in the Report, click on the Settings icon at the right-hand corner of the Reports table (shown as a gear symbol, marked in yellow below), then click on the Select Fields to Display option:

5. For field options that you would like to have visible, make sure the option is placed under the Visible Fields column. To place or remove field options between the Available Fields and Visible Fields boxes, use the arrows (shown in yellow below)

6. Once you have the fields that you would like visible chosen, click Save.

Don't see a category for the type of report you want to view? Email the NAMI Salesforce Team with a suggestion for future report categories: .

Walkthrough Video

Psychotherapeutic services require a very personal connection with a provider, and it is not uncommon for someone to not connect with various providers. The important thing is to find one that you/your loved one trusts and where you feel heard by the provider. Keep in mind that it can take some trial-and-error to find the right treatment team.

You may also wish to visit our Mental Health Treatment & Services page where you can read about Psychosocial Treatments and Complementary Health Approaches. In the meantime, you may want to consider the following resources for finding an affordable mental health provider:

To begin with, you may wish to consult your local NAMI Affiliate regarding low-cost mental health clinics in your area. To find your nearest NAMI Affiliate, click on your state through the Find Your Local NAMI menu.

SAMHSA is a government organization that maintains a database of low-cost treatment facilities across the United States and is the go-to resource for locating affordable mental health care nationwide. Contact SAMHSA at 1-800-662-HELP (4357) or online at their Treatment Locator.

Federally-funded health centers can also be a good resource for those without health insurance or with a limited budget. You pay what you can afford, based on your income. Many of these centers include mental health services. Find a federally funded health center near you.

Some colleges and universities offer low-cost therapy for anxiety disorders and other mental health problems. Call the psychology, psychiatry, or behavioral health department and inquire about sessions with graduate students, who are supervised and can provide services at a lower cost as they gain counseling experience. Keep in mind that these sessionsaren'talways open to the public; some departments may limit them to students of that college or university.

You may wish to investigate programs that connect low-cost therapists to patients such as Open Path a psychotherapy collective that connects people in genuine financial need with private therapists who can lower their costs per session. Rather than paying per session, clients sign up once and pay a lifetime membership fee, which provides access to the discounted rates on therapist sessions in the future.

Online therapy is becoming more popular, from chats with actual therapists to free downloadable tools and worksheets. Some options, like BetterHelp, TalkSpace or 7 Cups of Tea, charge a fee per week, which is often more affordable than traditional counseling.

Your local house of worship might have offer Pastoral counseling from a trained minister, rabbi, priest, imam, etc., which is usually free. Most counselors, if not all, will be members of the American Association of Pastoral Counselors so they will have proper training. If your house of worship does not offer Pastoral counseling, it is worth checking if they have a fund that might help you pay for outside therapy.

Websites, such as Helpwhenyouneedit.org and www.211.org, allow you to conduct a zip-code-based search for local resources including affordable medical & mental health clinics, housing, food, employment, etc.

If you are a student, consider taking advantage of any free campus resources (and ask for the availability of a student discount elsewhere).

If you are employed, you may wish to explore whether or not your employer offers an Employee Assistance Plan (EAP). An EAP is an employer-paid benefit that is separate from your medical plan. It is designed to help employees through challenging situations. Typically, employees can access counseling through the EAP for no cost. As the EAP is designed to provide short-term assistance, there is usually a limit (ranging from three to eight) to the number of free counseling sessions. If you are not sure if you have an EAP plan, call the 800 number of the back of your insurance card or call the HR department.

A final note - for individuals who are self-pay, some providers offer a sliding-fee scale that allows people to pay based on their personal income and what they can afford. If you have concerns about cost, be direct and honest with your provider. When you first call to make an appointment, say, This is the insurance I have, do you take that insurance? If Ican'tmake my co-payment, then what do you do? What do you offer for people whodon'thave resources to pay your fee?

Membership

Education & Program Data

NAMI 360 Access & Permissions

General Questions

Membership

Q: Are all new members added as Household members? What if they are Open Door or Regular?

A: In Salesforce, Households group Contacts around a physical address, limiting mailings to only one piece per physical address and combining donation and membership information. Every Contact belongs to a Household Account, even ifthey'rethe only individual in a household. Any Contact in a household can have a membership (Open Door, Regular, Household) or no membership at all. If any individual in a Household has purchased a Household membership, all Contacts in the Household receive the benefits of that Household membership.

Q: Will all our current member records be transferred over to the new system?

A: Yes, NAMI will be importing all current data in NAMI 360 into NAMI 360 Powered by Salesforce.

Q: Please define Open and Closed Batches.

A: Batches refers to a group of memberships being processedentering membership information into NAMI 360 and paying any national/state/affiliate duesat the state or affiliate level. Open batches have not been paid for and memberships in open batches have not been processed. A closed batch has been paid and memberships have been processed.

Q: Will you please review Household vs. Affiliation vs. Members?

A: We encourage you to check out our Salesforce Glossary in the help center!

Education & Program Data

Q: Will entering education program data be a part of the new NAMI 360?

A: Yes, the new NAMI 360 makes reporting program data much easier! The existing program data reporting site will no longer be available once the new NAMI 360 goes live, since program data reporting is part of the new NAMI 360. Learn more about Reporting Education Program Data.

Q: Will all previous program data be transferred to the new NAMI 360?

A: We will be bringing over three (3) years of reported program data into the new NAMI 360. We will provide overview reports to NAMI State Organizations and NAMI Affiliates in the new NAMI 360 for program data reported more than three years ago following the launch of the new NAMI 360.

Q: Will program leaders listed on NAMI 360 be transferred to the updated system? Regardless of how long it has been since they have conducted a program?

A: Yes, all program leader data currently in NAMI 360 will be transferred to NAMI 360 Powered by Salesforce.

Q: Will we need to give access to every program leader so they can enter their data or is that level of access available when they become listed as a leader?

A: Program leaders can report data for any programs where they are attached to the Program Listing as a Program Leader. For example, if Liz Jones is entered as a program leader for NAMI Northern Virginias NAMI Family-to-Family class this spring, she can report program data for that class.

Q: Is the program naming convention enforced? Is there a chance that program entry creators could use random names?

A: We are looking at auto-generating this or enforcing the naming guidelines. We want the names to be useful for all involved.

Q: Can program leaders access and report data if they only have Apple products?

A: The new NAMI 360 is accessible via major platforms and browsers, including (but not limited to) Apple products. NAMI 360 Powered by Salesforce is also designed to be mobile-friendly and will work much better on your phone or tablet.

NAMI 360 Access & Permissions

Q: Who should I designate to have Admin access to the new NAMI 360 at my NAMI State Organization or NAMI Affiliate?

A: We recommend having two (2) people in the Admin role at your organization. This ensures you have back up in case one of your admins wins the lottery. In general, you want to give someone the lowest access level possible to where they can still do their job. This minimizes any risk of mistakes or data issues -- if a user doesn't have access, they can't make a mistake!

Q: Does everyone that has access to the new NAMI 360 have to take the training and be authorized through NAMI?

A: Training for the new NAMI 360 is not required. The system has been designed to be straightforward and easy to use. NAMI will be providing online training modules for those who wish to take it. Access to the new NAMI 360 will be granted at the state or affiliate level by individuals with Admin access for their organization. We encourage states/affiliates to have users complete NAMI 360 training before granting them access but want states/affiliates to have the flexibility to give someone access at any time, regardless of training status.

Q: Who has access to the information in NAMI 360? Can other NAMI Affiliates see my data?

A: NAMI State Organizations have access to information on their organization and on all NAMI Affiliates in their state. NAMI Affiliates will only be able to see information that belongs to their organization. If you are an affiliate, you will not be able to see another affiliates information.

Q: Exactly what records will NAMI National and NAMI State Organizations use for solicitations? I'm concerned that if we put in a contact record for someone that is NOT a member they might be solicited by NAMI National or my NAMI State Organization.

A: The business rules regarding NAMI National's solicitation policy will be the same as they are now. NAMI National will not engage with your contacts unless they interact directly with NAMI National. In general, NAMI National only considers individuals that have had a financial transaction where national receives payment, such as membership purchase or attending the NAMI National Convention, as potentially available for solicitation. We do not have control over NAMI State Organizations soliciting contacts from their NAMI Affiliates. This is a good area for NAMI State Organizations and NAMI Affiliates in that state to discuss and align on solicitation business practices.

General Questions

Q: Will I be able to import contacts from Excel?

A: When we launch in February, the new NAMI 360 will not include a bulk import feature (e.g. importing Contacts from Excel). However, bulk import is a feature that we hope to make available within a few months after launch.

Q: Will I be able to track donations in the new NAMI 360?

A: NAMI 360 Powered by Salesforce will not allow you to track donations to your state or affiliate when we launch. This is a frequently requested feature and we are looking into if there's a viable way to allow donation tracking for state and affiliate donations in NAMI 360Powered by Salesforce in a way that's respectful and helpful for all parties involved.

Q: Will states and affiliates be able to manage duplicate accounts?

A: No, the process to manage duplicate records will remain the same at this point. If you have records that need to be merged, please contact [email protected].

Q: Can I add non-members to the new NAMI 360?

A: Yes! You can add any contacts to the new NAMI 360. They do not have to be members.

Q: Can I use the new NAMI 360 to track my volunteers?

A: You will be able to collect demographic and contact information on your volunteers but the new NAMI 360 will not track volunteer-specific items such as volunteer hours or availability. Volunteer management is a frequently requested feature and is being included in our discussions of our long term plans for the new NAMI 360.

Q: Can I log a call with an individual who called our affiliate for help?

A: You can log calls on any Contact in the new NAMI 360. However, we all need to be very mindful about what is being recorded, especially if it's an individual calling your HelpLine or warm line. NAMI National keeps our HelpLine call data completely isolated from all other data in Salesforce and the new NAMI 360 for this reason --for example, if someone calls in crises, there should be no chance that they end up on our newsletter list.

Q: Can you export a report from the new NAMI 360?

A: Yes! We have pre-built many reports for our NAMI State Organization and NAMI Affiliates. All reports are in available in CSV (Comma-separated Values) or XLS (Excel) formats.

Q: Can I create my own reports in the new NAMI 360?

A: No, you will not be able to create your own reports in NAMI 360 Powered by Salesforce.

Q: Will this system integrate with NAMIEasysite websites? That is, can it feed data on new programs scheduled or publicly viewable information on affiliate contacts?

A: At this point, NAMIEasySite does not pull information from NAMI 360 directly but we are very interested in that option. This will be discussed to see what's feasible and when an appropriate timeline for these changes would be.

Q: Does Salesforce integrate with MailChimp contact lists?

A: At this time, you will not be able to integrate MailChimp to NAMI 360 Powered by Salesforce.However, you can export a list of contacts from the new NAMI 360 to import into a MailChimp list.

Q: Will we be running parallel systems?

A: No, access to the current NAMI 360 system, the Profile Center and the current Program Data Reporting forms will be cut off on 2/14 at 8 pm EST.

Q: Will we still be using the Profile Center?

A: No, after we launch NAMI 360 Powered by Salesforce, you will no longer have access to the previous Profile Center. You will manage all your state and affiliate documents in the new NAMI 360. Any documents uploaded to the Profile Center will be migrated to the new NAMI 360.

As part of the move to Salesforce, The Profile Center has become part of NAMI 360Powered by Salesforce. This means you will no longer need to log in to a separate website with a different username and password! Everything is now accessible via NAMI 360, including all of your Profile Center documents.

How to Work with My Documents

1. From the NAMI 360 home page, click on the downward arrow next to the My Organization tab and select My Documents from the drop-down list (shown below).

2. Click on your folder nameNote: Ignore the "Log In" and "Sign Up" buttons -- you are already logged and good to go!

3. Click on an existing document to preview.

4. Select Download to download a document (shown below).

5. Drag and drop or browse to upload new documents

6. Complete required fields and click Upload.

Walk-through Video

Logging Into NAMI 360

If you do not have a NAMI 360 account,pleasecontact the NAMI 360 Admins of your NAMI Affiliate organization so they can assist you. If you do not know who to contact at your NAMI Affiliate, please use the Find NAMI tool to find contact details for your NAMI organization.Please note: All access to NAMI 360 is managed by your NAMI State/Affiliate organization.

1. From the NAMI Website click on "Sign In".

2. IMPORTANT: If this is the first time you are logging in or if you have forgotten your password, you will need to reset your password by clicking the Forgot Password link (shown below). If you do not receive an email within an hour after requesting to reset your password, please contact [email protected]. Once your password has been reset, return to the login page.

3. Enter your NAMI preferred email address (associated to your myNAMI account).

4. Enter your password. (Remember: If you have forgotten your password, please go to step #2). Click "Log in".

5. Once logged in, click on themyNAMIlink at the top of the main website page.

6.Click on the NAMI 360 link found under My Leader Dashboard (shown below).

7. Remember: If you do not have NAMI 360 access, please contact your NAMI Affiliate Admins for information on how to obtain access.

If you or a loved one is engaging in self-harm, NAMIs website provides extensive information through blogs discussing self-harm to help individuals and loved ones gain insight into the condition and techniques that can be used to provide support and reduce and eliminate self-harming behavior.

Additionally, the Adolescent Self Injury Foundation provides information and resources to adolescents and young adult self-injurers and their families. In particular, their How Parents Can Help page provides a list of Dos and Donts to guide parents on how to help a loved one, and an extensive list of alternative behaviors to help self-injurers implement alternative coping mechanisms.

S.A.F.E. Alternatives, 800-366-8288, provides information and resources on self-harm and referrals to treatment options, including an information helpline.

Additionally, the American Psychological Association offers an online resource called the Road to Resilience, a step-by-step guide that helps individuals develop a personal strategy for enhancing resilience.

Family members are often the first to observe early signs of psychosis in their loved ones behavior. Its crucial to identify as early as possible the symptoms and seek treatment immediately. NAMIs Early Psychosis and Psychosis page provides information on the condition, current treatments, ways to support recovery, and links to NAMI Discussion Groups that focus on topics related to Psychosis.

If your loved ones symptoms have presented within the past two years and they are between the ages of 16 to 30 years of age, they may qualify for the Coordinated Specialty Care services of a First Episode Psychosis program.

Coordinated Specialty Care (CSC) refers to treatment programs designed for people between the ages of 16-30 who have been experiencing symptoms of psychosis for two years or less. CSC has been shown to be more effective at the long-term reduction of symptoms and improvement of quality of life. A CSC program will involve a team of behavioral specialists that work with the client and their caregivers to create a treatment plan involving:

recovery-oriented psychotherapy

medication management

family education and support

case management

work and/or education support

To find a CSC program in your area, you may wish to consult:

Program Directory of Early Psychosis Intervention Programs

The Substance Abuse and Mental Health Services Administration (SAMHSA) maintains an Early Serious Mental Illness Treatment Locator as a source of information for family members who are seeking CSC programs in the United States.

If your loved one does not qualify for a CSC program, we suggest building your own using the components listed above.The following link includes sites offering resources for families and individuals, examples of which include (but are not limited to) NAVIGATE, OnTrackNY, Specialized Treatment Early in Psychosis (STEP), and the Early Assessment & Support Alliance.

Pay a Batch

1. From the NAMI 360 homepage, click on Membership Batches located within the Quick Links section (shown below), or from the main menu, click on the downward arrow next to the My Community tab and click on Membership Batches from the drop-down list (shown below).

2. Click on the Go To Batch button on the right-hand side of the page to view the batch you need to pay for (shown below).

3. Once you are on the batch page, click on Pay Batch to begin the payment process (shown below).

4. Enter your payment information in the appropriate fields, then click onReview Transaction (shown below).

5. Review your transaction to ensure you are submitting the correct information and dues amount for each membership. If you need to make any changes, click on the Go Back button. If everything looks correct, click the Complete Transaction button (shown below).

6. Once the payment goes through, you will see a Confirmation screen. The memberships in the batch are now updated in NAMI 360, and this batch will now show up in the list of Closed Batches for your NAMI organization office.

Walkthrough Video

My Membership

From the main menu expand "Membership" and select "My Memberships".

To begin with, you may wish to consult the Life Care Planning FAQs page of the Special Needs Alliance that provides an overview of the long-term planning process for loved ones with disabilities, covering topics such as securing public benefits, guardianships/conservatorships, planning for disabilities, arranging for a Special Needs Trust and/or an ABLE Account, and special education issues.

Connecting with the Behavioral Health Services network in your community

If you have not already, you will want to begin to investigate and become connected to the Community Behavioral Health Services support network in your/your loved ones community. This network will guide you to resources in your community that include social, vocational, housing and other support programs. In general, comprehensive community services are available to people who qualify for disability income or other public assistance.

The National Alliance for Caregiving offers an excellent resource, Circle of Care: A Guidebook for Mental Health Caregivers (see the section on Community Services, beginning on page 30).

Additionally, you may wish to review the Psychosocial Treatments page of NAMIs website. Psychosocial treatments include different types of psychotherapy and social and vocational training, and aim to provide support, education and guidance to people with mental illness and their families.

To find services in your community, contact your state or county behavioral health department or your local NAMI Affiliate. To findyour nearest NAMIAffiliate, click on your state through the Find Your Local NAMI menu.

Guardianship

You may have encountered that the laws involving involuntary treatment are extremely limited in the United States. At some point you and your family may need to explore the option of securing some level of legal Guardianship for your loved one. Be aware that this can be a lengthy process that will require time, legal representation, and financial resources; Guardianship laws vary by state, and in many cases, by the locality in which you may be seeking Guardianship. For more information on the guardianship process, the National Guardianship Association provides a helpful guide.

You might find the Guide to Psychiatric Crisis and Civil Commitment Process, developed by our NAMI Virginia State Organization, extremely helpful. It provide a comprehensive overview of each step of the process.(Keep in mind that this is reflective of Virginia Commonwealths laws regarding involuntary commitment; you will want to investigate the laws applying to the state in which you are living. A helpful resource for this is The Treatment Advocacy Center maintains a section of its website dedicated to Civil Commitment Laws in Each State.)

If you wish to move in this direction, the Special Needs Alliance is an organization that provides additional information on the Guardianship process as well as legal referrals to attorneys skilled in this area.

Additionally, you may want to reach out to your local NAMI Affiliate to ask if there is a family member in your community who has gone through the process and who would be willing to share with you their experience and answer questions you may have about the process.

Psychiatricadvancedirectives

You may wish to consult the Psychiatric Advance Directives page of NAMIs website that discusses this useful legal tool that allows a person to prepare a plan for care should a mental health crisis prevent them from being able to make decisions regarding their care. The Special Needs Alliance provides additional information on planning for this as well as legal referrals to attorneys skilled in this area.

Qualifying for Supplemental Security Income/Social Security Disability Income

Unless you and your family are able to pay out-of-pocket for private, long-term care, you may want to explore whether or not your loved one qualifies for disability benefits that will provide a guaranteed income and access to Medicare and/or Medicaid. For many county services, being qualified by the Social Security Administration for disability income and receiving Medicaid and/or Medicare is a primary consideration when applying for service. In many cases, if a person is receiving disability income, their housing and services are covered monthly by no more than a payment of one-third of their monthly disability income.

You may wish to consult the Supplemental Security Income (SSI) and Social Security Disability Insurance (SSDI) page of NAMIs website that provides an overview of each type of assistance and thresholds for qualification. Additionally, information on both forms of disability can be found on the website of the Social Security Administration at SupplementalSecurity Income (SSI) Benefits and Disability Benefits (SSDI).

Navigating the Social Security Disability Income (SSDI) application process can be challenging. We would suggest consulting the following resources:

Social Security Administration i s the agency that administers and manages the Social Security Incoming application process. Three options for applying for benefits:

Online through the Social Security Administration website

Visit your local Social Security office

Contact them at (800) 772-1213

Allsup is an organization specializing in disability services and helping individuals navigate the process of applying for SSDI. They offer free, expert representation in this process and can be reached at 800-279-4357 or by email at [email protected].

National Association of Disability Representatives (NADR), (800) 747-6131, provides referrals for paid lawyers/non-lawyers representatives to assist in accessing SSI/SSDI.

www.211.org (also by calling 211 from any phone) can provide referrals to access a range of public benefits, including SSDI.

Supported Housing

The level and type of need for your loved ones care will dictate the type of long-term facility or housing needed. The predominant need (e.g., supporting a mental health condition vs. a physical disability) will determine the appropriate long-term care setting.

You may want to consult the Secure Stable Housing page of NAMIs website to learn about options for those living with a mental health condition. You may also find the page on the website of Mental Health America that discusses housing options for persons living with a mental health disability beneficial.

The Directory of Centers for Independent Living (CILs) and Associations provides and information on home sharing programs across the nation. Center for independent living refers to a community-based, cross-disability, nonresidential private nonprofit agency that is designed and operated within a local community by individuals with disabilities and provides an array of independent living services.

If you seek a long-term, private assisted living facility for your loved one, the following article from AARP may provide you with very helpful information on options and next steps to learn more about each: Assisted Living: Weighing the Options.

Supported Living/Social Needs

Many community programs offer social and recreational activities to reduce the isolation, loneliness, and stigma that so often accompany mental illnesses. Among them:

Clubhouse and Consumer Run Drop-in Centers (CRDIs) Clubhouses and CRDIs provide a model of community mental health service that offers a support system for people living with serious mental illness, offering opportunities for friendship, work training and placement, educational opportunities in a single, caring and supported environment. For a list of clubhouses and CRDIs in your area, contact your local NAMI Affiliate or community behavior health service. Additionally, you may wish to consult Clubhouse International that offers an online locator to find a program in your area. Peer Support Specialists Peer support specialists are people who have been successful in the recovery process who help others experiencing similar situations. Through shared understanding, respect, and mutual empowerment, peer support workers help people become and stay engaged in the recovery process and reduce the likelihood of relapse. Peer support services can effectively extend the reach of treatment beyond the clinical setting into the everyday environment of those seeking a successful, sustained recovery process.

For a list of peer support specialist programs in your area, contact your local NAMI Affiliate or community behavior health service.

Supported Employment

Individual Placement and Support (IPS) is a supported employment model designed to help individuals with mental illness find jobs that match their individual strengths and interests. IPS programs prioritize rapid job search and placement yet are available to provide continuous support to help the person succeed in the workplace. The model calls for employment services to be integrated into the individuals overall mental health treatment plan with an employment specialist working as a member of the treatment team.

Additionally, Assertive Community Treatment (ACT) (as well as IPS programs) include supported employment as part of their array of services. ACT, an evidence-based program designed for people living with serious mental illness, uses a multidisciplinary team approach, offering comprehensive mental health services to individuals whenever and wherever needed. In addition to supported employment, the array of ACT services includes mobile crisis intervention, illness management and recovery skills, individualized supportive therapy, substance abuse management, medication management, assistance with daily living skills, connections to community services, supported housing and transportation. ACT teams have small caseloads with services available 24 hours a day, seven days a week in locations such as home, work or in the community. ACT incorporates employment services directly into the treatment team and planning rather than referring individuals to outside organizations. ACT teams typically have vocational specialists who develop contacts with employers and search for potential employment opportunities. Regardless of whether the ACT team has an employment specialist all members of the clinical team are expected to support individuals in reaching their employment goals. ACT employment services focus on individual strengths and interests with no time limit on services.

To find an IPS or ACT program in your area, contact your local NAMI Affiliate or community behavior health service.

Online therapy is becoming increasingly popular as an affordable alternative to treatment providing options that range from online chats with actual therapists and/or bots, to free downloadable tools and worksheets and mental health apps. Additionally, peer-led, online support and discussion groups offer an accessible option to those for whom interaction through digital media is a preferred alternative to in-person support groups.

Online counseling provides convenience and accessibility that in-person therapy may not be able to provide. Similar to seeking an in-person therapist, it can take some trial-and-error to find the right treatment team. We have outlined a number of options below for your consideration. Please know that NAMI does not endorse any particular resource provided below.

Online therapy

Centre for Interactive Mental Health Solutions (CIMHS) offers an initial, free eight-session interactive therapy program for those living with depression. 7 Cups of Tea provides free emotional support through trained peer-listeners and chat groups. Online professional therapists are also available at cost. BetterHelp and TalkSpace offers individual, family, and child virtual therapy at a low cost. Therapists can be accessed via texting, email, phone, or video chat. Breakthrough and Amwell both have the ability to identify a virtual therapist within your insurance network. PsychCentral's "Ask the Therapist" page allows users to pose a mental health-related question to a public virtual therapist page for response.

Online support groups

Mental Health America maintains a free, online mental health group and discussion community. Discussion topics include mental health concerns, support for family and friends, and coping with mental health stigma. Support Group Central offers virtual support groups on various mental health topics. Groups are typically run by mental health professionals from non-profit agencies. Group dates/times vary depending on the topics. Support groups are free or low-cost. Smart Recovery provides free, peer-led support and chat groups. Conversations are moderated to prevent discrimination or aggression. Open to Hope offers an online support forum where individuals share their stories and connect to others coping with grief and loss. Ivory Garden is an organization that provides online support groups where those who have experienced trauma can talk openly to help each other understand the ins and outs of living with DID, and act as ears for those who need to talk about what is going on in each others daily lives. Depression and Bipolar Support Alliance (DBSA) provides online, peer-led support groups for people living with depression and bipolar disorder. DBSA support groups serve peers, young adults, and friends and family members. Anxiety and Depression Association of America (ADAA) offers an anonymous peer-to-peer online anxiety and depression support group for individuals and their families to share information and experiences. Schizophrenia & Related Disorders Alliance of America (SARDAA) offers conference call groups for individuals and family & friends.

Mental health apps

PsyberGuide is a mental health application that reviews mental-health apps and digital tools. Each tool is given scores for credibility, user experience and how transparent the app is about data storage. Tess and Woebot are a Mental Health Chatbots that provides emotional support similar to a peer or counselor. Both apps observe behavior with unlimited conversation options.

1. On the NAMI 360 homepage, click on the downward arrow next to the My Organizationtab and click on States & Affiliates from the drop-down list.

www.nami.org/local

2. From the list that displays, click the name of the NAMI State or Affiliate you wish to edit, found under ACCOUNT NAME (shown below).

3. Click Edit from the upper right-hand corner (shown below).

4. An Edit form should now appear. Update the information for your organization as needed. Once completed, click Save.

5. To have your NAMI Affiliate or NAMI State Organization's address, email, phone, fax, or website display on in the "Find Your Local NAMI" area of our website, please check the "Display on Web?" box next to that field.

Walkthrough Video

My Transactions

From the User Portal main menu, click on the downward arrow next to the My Actions tab and select My Transactions. Here you will find a list of your NAMI donations and NAMI Store purchases.

User Portal Login

1. From the NAMI Website click on Sign In.

2.IMPORTANT: If this is the first time you are logging in or if you have forgotten your password, you will need to reset your password by clicking the Forgot your Password? link (shown below). If you do not receive an email within an hour after requesting to reset your password, please contact [email protected]. Once your password has been reset, return to the login form.

3. Enter your NAMI preferred email address (associated to your myNAMI account).

4. Enter your password, then click theLog in button.(Remember: If you have forgotten your password, please go to step #2.)

5. Once logged in, click on themyNAMIlink at the top of the main website page (shown below).

6. On your myNAMI page, click on theGo To The NAMI User Portalbutton (shown below).

7. You should then land on your User Portal main page.

At NAMI, we appreciate how difficult it can be to navigate the legal system for those living with a mental health condition. Please know that NAMI volunteers are neither legal professionals, nor can we offer legal advice or individual advocacy.

If you wish to appeal sentencing, it would be in your best interest to secure legal counsel that specializes in Appellate law. Contact the American Bar Association to access its Find Legal Help service where you can locate the legal referral service for your area. In seeking counsel, you may wish to consider finding a lawyer that specializes in criminal Appellate law with experience representing individuals with mental health conditions.

You may wish to consult the Bipolar Disorder page of NAMIs website where you will find information on the condition, current treatments, ways to support recovery, and links to NAMI Discussion Groups that focus on topics related to Bipolar Disorder.

The following, additional resources may be of help:

Depression & Bipolar Support Alliance (DBSA) offers in-depth information on each condition including treatment, resources, and support group information. Through the DBSA Support Group Locator you can search for in-person and online support groups that focus on support for individuals and families of those living with depression and bipolar disorder.

Information on additional Bipolar Disorder-specific organizations are include on the website of Bipolar Caregivers, each of which provides information and referrals for treatment of the condition and ways to support recovery.

Mental Health America maintains a Support Group Locator to direct you to a variety of organizations that offer support groups for consumers, and their family members and friends. Some support groups are peer-led, while others may be led by a mental health professional.

Have some thoughts on how to make the NAMI User Portal better for you and other NAMI members and partners? Great! We would love to hear your thoughts and recommendations. Please email us at [email protected] and we'll add it to our list of recommendations!

Add New Programs

1. From the main menu, click on the downward arrow to the right of the Programs Management tab, and select My NAMI Programs from the drop-down list.

www.nami.org

2. The screen will display programs offered by your NAMI State or Affiliate organization (shown above).

3. To add new program, click the New button on the top right of the table.In theProgram Authorizationbox, type in the the name of the NAMI program followed by the NAMI organization (For example, NAMI Family Support Group - NAMI Alabama). For NAMI Affiliate organizations, please fill the Parent Program field with the Program at the State level. For NAMI State organizations please fill the Parent Program field with the Program at the National level.*IMPORTANT*: When adding a NAMI program, you must use the official NAMI Program name found here if you want program listings to appear on the www.nami.org website.NAMI Affiliate organizations should reach out to their NAMI State organization in order to have a program added to their Affiliate. NAMI State organizations should reach out to NAMI National in order to have a program added to their State.

For example, you can name the program "NAMI Family-to-Family - NAMI Glendale" and future program listings will be added to the website. However, if you name the program "NAMI GlendaleNAMI Family-to-Family" any program listing using this program will not be added to the website..

Walkthrough Video

We want to make sure that you get the help you need.

Please know that you are not alone. There are many (free) resources (discussion groups, social media platforms, hotlines, etc.) where you can reach out to either talk with someone confidentially about your feelings and/or share and learn from others. And with psychotherapeutic treatments available, there is no reason for you to continue to suffer and be prevented from successful recovery to live a full and content life.

If this is a crisis situation

If ever you are concerned that you may be in danger of hurting yourself and are not able to stay safe, please do not hesitate to go the nearest emergency room or call911 for help.

You can also contact The National Suicide Prevention Lifeline that has trained crisis workers available 24/7 who will talk with you about your feelings and work with you to develop a plan for staying safe. They can also provide information on local resources, including treatment. You can talk with a crisis worker on the Lifeline by calling800-273-8255.

If communicating via text is a more comfortable approach, NAMI maintains a partnership with the Crisis Text Line, available 24/7 in the United States. You can reach the Crisis Text Line by sending a text to741741; a trained crisis worker will respond within minutes. The Crisis Text Line is available 24/7 in the United States.

Non-crisis emotional support is available

You may want to consider reaching out to talk with someone on a Warmline about your feelings. A Warmline is a confidential, non-crisis hotline, staffed by peer volunteers who are themselves in recovery. There you will find an empathetic listener to talk through your feelings. You can find a Warmline that serves your area by clicking here.

NAMI also hosts online communities where people exchange support and encouragement. These Discussion Groups can easily be joined by visiting www.nami.org. 7 Cups of Tea, where you will find a NAMI subcommunity, is a website where you can talk to trained listeners for free, participate in online therapy (which requires paying a fee), or join discussion groups with individuals who are living with mental health conditions.

Support groups can be an important part of taking care of yourself. Mental Health America maintains a Support Group Locator to direct you to a variety of organizations that offer support groups for consumers, their family members and friends. Some support groups are peer-led, while others may be led by a mental health professional.

Resources

Speaking of Suicide.com is a website for individuals and their loved ones, survivors, and others who care that provides extensive information on resources for help. In particular, the website offers helpful information for those living chronic suicidal thoughts .

Membership Batches

1. From the NAMI 360 homepage, click on theMembership Batchesbox in the Quick Links section (shown below) or, from the main menu, click on the downward arrow next to the My Community tab and select Membership Batches from the drop down list (shown below).

2. Click on the greenCreate Batch button to create a new batch, or click on the Go to Batch button to open an existing batch

3. Click on the Add Membership button to add a membership into the batch.

4. Search for the individual for whom you are renewing the membership by typing a name in the Primary Contact* field, then selecting the name from the search results.

5. Select the appropriate membership rate from the Member Level* drop-down list.

6. Leave the Membership Start Date field empty if you want to add a year to their existing membership; otherwise, click on the Calendar icon and select a start date

7. Check the appropriate Withholding box(es).

8. Click the Save button to add the renewal to your batch. PLEASE NOTE: the membership is not processed until the batch is paid for.

NOTE: In order to create program listings and report State Training data in NAMI 360, you must have either Admin or Basic + Education access in NAMI 360 for your State Organization.

At this time, State Training data will be reported within a Miscellaneous Meeting program listing within a State Organization NAMI 360 account. The following steps review how to create this kind of program listing.

1.From the main menu on your NAMI 360 account, click on the downward arrow next to Program Management and select Program Listings from the drop-down list.

2. Click the New button to begin the process of adding a program listing for a Miscellaneous Meeting (shown below).

3. Choose Miscellaneous Meeting, then click Next.

4. Fill the required fields. Within the *Program Listing Name, type the name of the NAMI Program for which the State Training is being held for, followed by the State name, and "State Training" (as shown below). In the *NAMI Affiliate field, choose the Virtual Affiliate of your State organization. Fill in the *Purpose of Meeting field with whatever you choose to indicate that this State Training was held. Fill in the Start and End Date of the State training, as well as the *Street Address of where it is held. You can then fill out the other fields according to what you choose. When completed, click Save.

5. You will now be able to find this program listing on your Program Listings page on NAMI 360. When you click on the program listing for the State Training, go to theRELATED tab (shown below), then click on the New button within the Program Data Reports box (also shown below).

6. Once you click the New button, the following screen should appear. Choose the Miscellaneous option, then click Next.

7. Fill out *Start Date field with the date of the State Training, and the * # Participants field with how many participants were involved. You can also fill out more information regarding the State Training within the Outcome of Meeting/Additional Comments box. Once completed, click Save.

View Board & Staff

1. From the NAMI 360 homepage, click on the downward arrow to the right of the My Organizationtab and select Board & Stafffrom the drop-down list.

2. A list of all Board and Staff members for your organization will be displayed. If you would like for these names to be displayed on your NAMI Affiliate webpage on nami.org., click on the downward arrow to the far right of the individual's name (shown below), then select "Edit".

3. On the Edit Affiilation form, check the box under "Show on Web?" (shown below), then click Save. The name will now appear on your NAMI Affiliate webpage on nami.org.

Walkthrough Video

1. From the NAMI 360 homepage, click on theMembership Batchesbutton located within the Quick Links section. Or, from the main menu, click on the downward arrow next to the My Community tab, then select Membership Batches from the drop-down list.

2. Click on the Create Batch button (shown below).

3. Enter a name for your batch in the Batch Name field. For example, "Qtr 1 2019 memberships" or "Memberships from event".

4. Click in the Affiliate field and start typing in your NAMI Affiliate's name; click on your affiliate when it appears in the search results. IMPORTANT: you MUST select your affiliate from the search results list or else you will not be able to add anyone to your batch. You will know you did it correctly if you see the buildings icon to the left of the affiliate name (shown below).

NOTE FOR STATE USERS: Currently, you can only process memberships for one affiliate per batch. If you have memberships for more than one affiliate to process, you will need to create a batch for each affiliate.

5. Enter a description of the batch into the Description field, if you would like to include more information about the memberships being processed in the batch. For example, "Members from 1/15 support group" or "Members who paid by check to our affiliate".

6. Once you have filled in all the fields, click on the Create Batch button (shown below).

7. Your new batch is now listed with your other OPEN BATCHES. Click the Go to Batch button to the right of the batch to begin adding memberships to it (shown below).

The dates for the 2020 National Convention are July 15 - 18. The convention will be held in Atlanta at the Atlanta Marriott Marquis. All convention sessions and activities will take place onsite at the Atlanta Marriott Marquis.

Exporting Reports

1. From the NAMI 360 homepage, click on the Reportstab.

2. The Recent screen will default to your most recently viewed reports. If the type of report you are searching for does not appear on the Recent list, or if the screen is blank, select "All Reports" from the side navigation on the left-hand side of the page. This will populate the complete list of available reports.

3. Run the report you want to export by clicking on the report name.

4. Click on the downward arrow next to theSave Asbutton found at the upper right-hand corner of the report list (shown above), then click Export. A form will appear (shown below) with two Export View options, Formatted Report and Details Only.

IMPORTANT:

In order to export the report as it appears in Salesforce into an Excel sheet, click onFormatted Report, then click on the green Export button (shown below in red box).

In order to export the report into an Excel sheet, and be able to sort and filter data within the Excel Sheet, click onDetails Only (shown below),then click the greenExport button (shown below in red box).

5. The report will then be exported into an Excel sheet.

Granting access to NAMI 360is at the discretion of the NAMI State Organization or NAMI Affiliate. You no longer need to contact theNAMI national office to request access. Anyone who had "Full" access with the previous version of NAMI 360 is automatically granted privileges as a new NAMI 360 "Admin," and can continue to manage access at their state or affiliate organization.

A description of the different levels of access can be found here: NAMI 360 Access Levels

Permissions:

Admin:User has permissions to add, edit and view all data for their organization(s) in NAMI 360

Basic + Modular:Basic access plus full or read-only access to one or more of the following modules: Education, Membership, Affiliations and Organizations

No Access:User has no access to NAMI 360

1. From the NAMI 360 homepage, click on the downward arrow next to the My Organization tab, and click on Manage Staff Access from the drop-down list.

2. To edit an existing staff member or volunteer's access, click on the downward arrow to the far right of their name (shown below), then click Edit.

3. On the Edit form, click on the downward arrow within the *Access Level box, and choose the access level for the contact (ie. Admin, Basic, No Access). If Basic access is chosen, be sure to also choose which Modular Access type you would like to grant as well. Choose these Modules from the Available box, then transfer them to the Chosen box using the arrows shown below. When finished, click Save.

4. To grant new access to a staff member or volunteer, click New from the Manage NAMI 360 Staff Access page (shown below).

5. Search for the contact's name to fill in the *Contact box. Select your NAMI Affiliate of State organization to fill in the *Chapter box. Select the access level you would like to grant for this contact to fill in the *Access Level box. When finished, click Save.

Walk-through video

Edit Contacts

1. After clicking the downward arrow to the right of the My Communitytab on the NAMI 360 homepage, click on All Contactsfrom the drop down list. Then, click on the downward arrow to the far right of a contact's name (shown below) and select Edit.

2. Edit the desired fields within the Edit Contact form (shown below)and click Saveto save your changes.

3. Alternatively, if you are on an individual's Contact Record page,you can also click on the Editbutton in the upper right-hand corner (shown below) in order to access the same Edit Contact form.

Walkthrough Video:

The Assistance Fund, provides information on financial assistance for co-payments, deductibles, premiums, and medical expenses. You can also reach them at 855-845-3663.

Need Help Paying Bills is a website that lists resources to help with paying bills, mortgage and debt relief. Visit Need Help Paying Bills online directory to find their offerings in your area.

For help paying for medication, NeedyMeds has information on prescription assistance options. NeedyMeds also provides a helpline that can be reached at 800-503-6897. Organizations such as Partnership for Prescription Assistance and Blinkhealth can also help you afford medications when youdon'thave insurance.

You may also want to call 211 in your area for a list of additional services.

NAMI has three dues rates:

Open Door for $5

Regular for $40

Household for $60

A member's dues are split between the NAMI Affiliate, the NAMI State Organization, and the National NAMI office. No matter which affiliate a member joins, the national portion of a member's dues is always the same:

$1 out of the $5 Open Door membership

$10 out of the $40 Regular membership

$20 out of the $60 Household membership

The remaining amount is split between the affiliate and state, based on the mutually agreed upon split within the state.

The Stage field refers to where in the membership purchase process a membership is:Legacy: "Legacy" means that a membership was last processed in our old system, prior to the launch of NAMI 360Powered by Salesforcein February 2019.Closed Won:"Closed Won" means that a membership's payment has been received and has been successfully processed in NAMI 360Powered by Salesforce(after the launch in February 2019).Batch Processing:"In Batch Processing" means that the membership is currently in an open membership batch created by State or Affiliate. Memberships listed as In Batch Processing do not count as paid memberships until the State/Affiliate pays for and closes the batch.

Before adding a membership for a new member, the individual must have a contact record in NAMI 360. You should search for the person first to ensure they do not already have a contact record before adding a new contact if needed.

1. From the NAMI 360 homepage click on Membership Batcheslocated within the Quick Links section (shown below), or from the main menu click on the downward arrow next to the My Community tab and click on Membership Batches from the drop-down list (shown below).

2. Click on the greenCreate Batchbutton (shown below) to create a new batch, or click on Go to Batch(shown below) to open an existing batch.

3. Click on the green Add Membership button (shown below) to add a membership into the batch.

4. Search for the individual for whom you are adding the membership by typing a name in the Primary Contact* field, then clicking on the name when it appears in the drop-down list (example shown below).

5. Select the appropriate membership rate from the Member Level* drop-down list (shown below).

6. Leave the Membership Start Date field empty if you want to use today's date as the start date; otherwise, click on the Calendar icon (shown below) and select a start date in the past.

7. Check the appropriate Withholdingbox(es) (shown below).

8. Click the Save button to add the new membership to your batch.

PLEASE NOTE: the membership is not processed until the batch is paid for.

Each month, NAMI sends out payments to NAMI State Organizations and NAMI Affiliates in a process we call the "monthly distribution". The payment includes the portion of dues that office is owed for memberships collected through the NAMI.org website or through NAMI 360 membership batches. You would also receive "split donations", which are donations an individual makes on NAMI.org in the same transaction as their membership payment - they are split equally between NAMI, the NAMI State Organization, and the NAMI Affiliate.

If we have a NAMI Affiliate's bank account information on file, we send their portion of dues via direct deposit into their account. If we don't have a NAMI Affiliate's bank information, we send their portion to the state office for the state to send onto the affiliate (or hold for the affiliate, in the case of Model B affiliates).

NOTE: The payment you receive covers the prior month's memberships. For example, in August 2019 you will receive the monthly distribution payment for July 2019.

1. Deposit

You will see a deposit from "NAMI2NAMI" in your affiliate or state's bank account.

2. Email Notification

An email notification is sent to your affiliate or state office from [email protected] with the subject "NAMI 360 Monthly Distribution" soon after the deposit is initiated from the national NAMI accounting department. The notification will tell you the full amount that was deposited as well as how much of that was for memberships vs. split donations. It will also direct you to access information about what memberships are covered by the deposit by going to the Reports section of NAMI 360.

For NAMI State Organizations ONLY: the notification will let you know how much money is meant for your state office, as well as how much money you are being sent for affiliates whose bank information is not in NAMI 360. You will need to either send the affiliate their money, or keep that in your state account as necessary. There is a separate report in NAMI 360 showing memberships covered under these affiliates with no bank information on file. Please direct affiliates to How can my NAMI Affiliate receive our portion of dues via direct deposit? in order to download the form they can fill out and send back to NAMI so they can receive their money directly in the future.

3. Reports

Each month, NAMI will create monthly distribution reports that correspond to the payment you received. In the Reports area of NAMI 360, there is a "Monthly Distribution" folder; within that, there are folders for each month. For example, March 2019 is "03_2019". Please see the How do I access the monthly distribution reports? article for more details about running these reports.

Viewing Contacts

1. From the NAMI 360 home page, click on the downward arrow next to the My Communitytab and click onAll Contactsfrom the drop-down list.

2. The screen will displaya list of all contacts associated with your organization including members and other individuals associated to your organization.

3. Click on the person's name to the far left of the list in order to enter their Contact Recordand see their detailed information. This page has all of the available information about this contact. In theDETAILStab (shown below) you can view the contact's address information, household information, contact information, etc.

5. In the RELATEDtab (shown below), you can see the individual's Organization Affiliations, which programs they lead, their NAMI 360 access level (if applicable), and other helpful information to give you a full picture about their interactions with NAMI.

Walkthrough video

The online training for NAMI 360 is currently being reviewed for updates. Please use the articles in the Help Center for instructions on using the system. If you have any questions that aren't answered by the articles, email [email protected] for assistance.

We will update this page once the training is available again. Thank you for your patience.

Adding Program Listings

IMPORTANT: In order to add program listings, you must have either Admin or Basic + Education access in NAMI 360. A program listing MUST be added before data can be reported for that program. It is also important to know that listings created for the future will appear on nami.org at this time. For the time-being, if you have a listing that youdon'twant to be public, please create the listing retroactively.

1. From the main menu on your NAMI 360 account, click on the downward arrow next to Program Management and select Program Listings from the drop-down list.

2. This should bring you to the page pictured below titled My Program Listings, displaying all program listings available at your NAMI State or Affiliate organization. Click the New button to begin the process of adding a new program listing (shown below).

3. Choose what type of program you are creating this program listing for, then clickNext.

4.Proceed to fill out the information for this program listing in all required fields (denoted by a red star), and the other optional fields. Filling out the optional fields will allow this program listing to be more unique, easier to identify, and provide information regarding the listing for others to view. For the * Program Listing Name we recommend a title that follows this structure:

NAMI Program Name Affiliate Location

When choosing the * Program part of the form, be sureto link the program listing to the correct program hosted by the correct NAMI Affiliate or NAMI State organization. If the correct State or Affiliate doesnt appear below the name of the program, you can type the program name (e.g., NAMI Family Support Group) in the box and click enter on your keyboard to search for all programs with NAMI Family Support Group in the title, and then you can select the appropriate program that is associated with your State or Affiliate organization.

IMPORTANT:

a) If you would like for your program listing to show up on your nami.org organization web page, the program listing MUST:

i. have a program listing name with the NAMI Program Name at the beginning

ii. include a "Start Date" after 1/1/2019, and a future "End Date"

iii. check the Display on Web? box

b) Contact Title, Name, Email, and Phone will be displayed publicly; please be sure to not include the personal information of a program contact without permission. c) If you do not want the program listing to show up on nami.org, the listing must be created after the program has already been completed (with the start date in the past), or you can omit the "End Date" of the program listing.

5. When you have completed the form as much as possible, click Save. Thiswill add the program listing to your list of existing program listings for your organization. You will be able to see this newly added program listing on your Program Listings page.

Reporting Program Data with NAMI 360 access

NOTE: In order to report program data in NAMI 360, you must have either Admin or Basic + Education access in NAMI 360. If you do not have NAMI 360 access, please follow the separate set of instructions for reporting program data in your User Portal.

1.The following will explain another method to report program data in NAMI 360. To begin, log into your NAMI 360 account and click the downward arrow next to thePROGRAM MANAGEMENT tab (shown below). Then, select the Report Program Dataoption from the drop-down list.

How do I add program listings

2. On this page, you will be able to see all Program Data Reports that have been reported within your NAMI State or Affiliate organization since the launch of NAMI 360 powered by Salesforce in February 2019.

Note: To find program report data submitted prior to the launch, please go to the Reports section of NAMI 360. For assistance in locating this section, please follow the steps in the help article How do I view all available reports?

3. Proceed to create a new program data report by clicking New at the top right-hand corner of the table (shown below).

4. Select the program for which you would like to report data for, then click Next.

5. After selecting which NAMI Program you are reporting for in step #3, now select the specific program listing you are reporting for. In the *Program Listing box, begin typing the name of the program listing, and it should appear in the drop-down list (shown below). Select the desired program listing from the drop-down list by clicking on it.

IMPORTANT: If you do not see the specific program listing you would like to report program data for, you can create a new program listing by clicking on +New Program Listing from the drop-down list, or follow the steps in the How do I add program listings help article.

Please note that giving your program listing a unique title (ie. NAMI Program name-Affiliate-Start Date) will allow it to be easier to find in the drop-down list. For more information on how to name program listings, please review step #4 in the help article.

6. After selecting the specific program listing for which you are reporting program data for, fill out all of the required fields on the New Program Data Reporting form (denoted by red stars). Once completed, click on the green Save button (shown below).

We currently do not offer scholarships or financial assistance. We hope that would change in the future, but cannot guarantee at this timeframe. We will post any information regarding the scholarship on https://www.nami.org/convention. Please check the website for updates.