Contacts

22 articles in this collection
Written by Dave Quested and Clare Wade

People

People

How to add and edit people to your website contacts

Written by Clare Wade
Updated over a week ago

Import People

How to import a list of people to your website.

Written by Clare Wade
Updated over a week ago

Export People

How to export a list of contacts from your website.

Written by Clare Wade
Updated over a week ago

Create a Login for a person

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 over a week ago

Person recurring orders

Automatically create a recurring order for a person

Written by Dave Quested
Updated over a week ago

Person notes

How to add a note to a person

Written by Clare Wade
Updated over a week ago

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

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 over a week ago

Importing organisations

Bulk add/update organisations using our import feature

Written by Dave Quested
Updated over a week ago

Exporting organisations

How to bulk-export organisations

Written by Clare Wade
Updated over a week ago

Merging organisations

Remove duplicate organisation records by merging them together

Written by Dave Quested
Updated over a week ago

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

Written by Dave Quested
Updated over a week ago

Organisation tag groups

Written by Dave Quested
Updated over a week ago

Organisation 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