Contacts

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

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