Which version am I using?
Check the address at the top of your browser:
• next.coolfocus.app is CoolFocus 5.
• v3.coolfocus.app is CoolFocus 3.
If you have both versions open, check the address of the tab where you are doing the task. A link in an email may open a different tab.
What changes in CoolFocus 5?
CoolFocus 3 and CoolFocus 5 use the same database. Your core client, donor, appointment, and giving records were not copied into a separate system, and you do not need to enter them twice. CoolFocus 5 has different screens and workflows, so the same information may appear in a new place or under a new name.
Some names changed: Center is Location, Campaign is Fund, Consultant is Counselor, Cash Receipts is Receipts, and STD is STI. If you cannot find a task in CoolFocus 5, ask Support for its current location instead of assuming the information is gone.
Forms, consents, and permissions need extra care while your team uses both versions. Keep each intake workflow in one version from sending forms through starting the visit. See “What Happens to Your CoolFocus 3 Data After Migration” for the details.
Can my team use CoolFocus 5?
If your organization is using CoolFocus 5, each staff member needs a CoolFocus 5 invitation and the right access for their work. An administrator or CoolFocus Support can confirm your organization’s access. CoolFocus 3 and CoolFocus 5 have separate sign-ins and passwords; resetting one password does not reset the other.
If you cannot sign in, start with “Logging In & Finding Your Way Around.” If you can sign in but a screen is missing, ask an administrator to review your organization, module access, and user group. A user group created in CoolFocus 5 does not automatically give the same access in CoolFocus 3.
Need a hand?
Tell CoolFocus Support which address you are using, what you are trying to do, and which screen or message you see. Please do not send your password.