Tips & FAQs (NPE v1.0)
- When I export a report as a .csv file, why is the formatting sometimes strange?
- Save Your Searches to Save Time
- Will inactive Contacts appears in reports and searches?
- How do I run, save and export a report with Contacts?
- Where do I find program description?
- When adding a contact, I receive an error message that says the email I entered is already being used in the system..What do I do?
- In Newsletters, what is the Default Salutation?
- When printing out Donation Acknowledgement envelopes how do I change the return address?
- What is the difference between Advanced Search and Reports?
- What is the Bcc field and why is it only in the Take Action-Send Email screen?
- Why can't I see images in the Email I sent out?
- How do Search Tags for Events work?
- How do I correct a Donation record with an incorrectly entered Program/Campaign or Donation Name?
- What does “Make Active” mean and why would I not activate an entry when I first create it?
- What if the formatting on my screen looks strange?
- What is the difference between a Split and a Single donation?
- What is a Primary Nonprofit Contact?
- How do I upload documents so that others can access them?
- What is the difference between a pledge and a recurring donation?
- How does Fundly CRM determine which household contact to use when a contact registers for a volunteer activity or an event (and shares emails with another household member)? (Version 1.0)
- When Contacts are linked to a Household and all share the same email, will they receive duplicate emails? (Version 1.0)
- How do I link Household Emails so Contacts share the same email address? (Version 1.0)
- When linking Contacts to the same household will they share the same phone number and address? (Version 1.0)