Contacts

People

How to add and edit people to your website contacts

Written by Clare Wade
Updated over a week ago

Importing people

Bulk add/update people using our import feature

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

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 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

Written by Dave Quested
Updated over a week ago

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

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

How to add, edit, delete and use 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

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