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  1. Fundly Support Center
  2. CRM Version 1.0
  3. Tips & FAQs (NPE v1.0)

Tips & FAQs (NPE v1.0)

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  • 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)
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