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Contacts
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
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
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