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  1. Fundly Support Center
  2. NonProfit Easy
  3. Contacts

Contacts

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  • Configure Contact Types (Version 2+)
  • Configure: Default Salutations
  • Configure Demographics (Version 2+)
  • Configure Email and Phone Types (Version 2+)
  • Configure Prefixes and Suffixes (Version 2+)
  • Configure Relationships (Version 2+)
  • Configure Smart Tags (Version 2+)
  • Configure Tags (Version 2+)
  • Contact Records Part I: Viewing Contact Records
  • Contact Records Part IIa: Add Individual or Organization Contact via Quick Add
  • Contact Records Part IIb: Add Individual or Organization Contact via Full Add
  • Data Enry Shortcuts Webinar Recording
  • Data Entry Shortcuts: Automations Webinar Recording
  • Individuals: Add/Edit/Share/Delete Address(es)
  • Individuals: Add/Edit/Share/Delete Email Address(es)
  • Individuals: Add/Edit/Share/Delete Phone Number(s)
  • Individuals: Add/Edit Relationships (Version 2+)
  • Individuals: Add/Edit Work Information (Version 2+)
  • Individuals: Householding and Shared Communications Part I: Overview
  • Individuls: Householding and Shared Communications Part II - Create/Add To Household
  • Individuals: Householding and Shared Communications Part III: Split/Remove From Household
  • Organizations: Add/Edit/Share/Delete Address(es)
  • Organizations: Add/Edit Employee Information
  • Individuals and Organizations - Add Contact Type
  • Individuals and Organizations: Tracking Program Recipients and Benefit Recipients
  • Individuals and Organizations: The Change Log
  • Bulk Update Contact Records
  • Manage Duplicates: Prevent Duplicates Part I - Duplicate Prevention Settings (Version 2+)
  • Manage Duplicates: Prevent Duplicates Part II - Hygiene Rules
  • Manage Duplicates: Merge Duplicates Part I - Merge System Identified Duplicates
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