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Contacts
Contacts
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25 articles in this collection
Written by
Dave Quested,
Clare Wade,
and
Callum McFadgen
People
People
How to add and edit people to your website contacts
Written by
Clare Wade
Updated this week
Importing people
How to bulk add/update people using our import feature
Written by
Clare Wade
Updated this week
Exporting People
How to export a spreedsheet of people data
Written by
Clare Wade
Updated this week
Person logins
Allow people to login to your website
Written by
Dave Quested
Updated over a week ago
Merging people
Remove duplicate person records by merging them together
Written by
Dave Quested
Updated this week
Person recurring orders
Automatically create a recurring order for a person
Written by
Dave Quested
Updated over a week ago
Person comments
How to add, edit and delete a person comment
Written by
Clare Wade
Updated this week
Person memberships
Allow people to join online, track memberships for people, automate renewals and take payment via our ordering system.
Written by
Dave Quested
Updated over a week ago
People tag groups
Written by
Dave Quested
Updated over a week ago
Person tags
How to add, edit, delete and use person tags.
Written by
Dave Quested
Updated over a week ago
Person email lists
Written by
Clare Wade
Updated over a week ago
Person custom fields
Written by
Dave Quested
Updated over a week ago
Organisations
Organisations
Written by
Dave Quested
Updated this week
Organisation category media
How to add an image and a hero image to your organisation categories.
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Written by
Callum McFadgen
Updated over a week ago
Organisation media
How to add, edit and delete organisation logos and hero images
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Written by
Callum McFadgen
Updated over a week ago
Importing organisations
How to bulk add/update organisations using our import feature
Written by
Dave Quested
Updated this week
Exporting organisations
How to export a spreedsheet of organisation data
Written by
Clare Wade
Updated this week
Merging organisations
Remove duplicate organisation records by merging them together
Written by
Dave Quested
Updated this week
Organisation memberships
Track memberships for organisations, automate renewals and take payment via our ordering system.
Written by
Dave Quested
Updated over a week ago
Organisation categories
How to add, edit, delete and use organisation categories
Written by
Dave Quested
Updated over a week ago
Organisation comments
How to add, edit and delete an organisation comment
Written by
Clare Wade
Updated this week
Organisation tag groups
Written by
Dave Quested
Updated over a week ago
Organisation tags
How to add, edit and delete organistion tags.
Written by
Dave Quested
Updated over a week ago
Organisation custom fields
Written by
Dave Quested
Updated over a week ago
Organisation settings
Edit the global settings for organisations
Written by
Clare Wade
Updated over a week ago