Fonzip

This article explains how automation robots are created and used.

Automation Robots 🤖

Erdi Yerebasmaz

What can I do in the Users & Companies section? Tagging, Creating User Defined Fields, Membership Cards, and more.

Users & Companies

How Are People Created? Which information is transferred? Detailed information about the data flow within the system.

Data Flow to People Section

What can I do in the Users & Companies section? Filtering, sorting, E-mail & SMS sending, Debt & Collection Transactions, Data Transfer etc.

What Can I Do in the Users & Companies List Section?

Updating user / company information, adding notes, donations, dues, etc.

What Can I Do In User / Company Profile?

Person & Institution Editing / Updating

Filtering, Communicating with People, Reminder of dues debt, Adding a batch of debt, Sending an event invitation and others

What Can I Do With Users?

What can I search for with filters? How can I use them more effectively?

Detailed Use of Filters

Adding User & Company

Deleting a User & Company

It allows certain information belonging to individuals to be updated collectively.

Bulk Data Update

Basic information about People Management.

People Management

Automatic Detection and Prevention of Duplicate Records

Finding & Correcting Duplicate Records Using Filters

How can duplicate entries be prevented, in what case are they created, how are they deduplicated?

Duplicate Entries, Contact Merge

How does duplicate record prevention work? What should I do in cases of duplicates?

Duplicate Records

How do I tag the records? How do I delete the tag I assigned?

Adding / Removing Tags to Users & Companies

How do I edit the tags I've created? How do I delete it?

Editing / Deleting Tags

What is a tag, how is it added, how is it used?

What is a tag? How is it added?

Contact Information Fields / Contact Card

What are user defined fields? How are they used?

Used Defined Fields

Digital Membership Card

Information about creating and using Membership Cards.

Membership Cards

This arcticle explains how to use your organization’s data storage services, Google Drive and Dropbox, with your Fonzip account.

Google Drive & Dropbox Integrations

The address book feature allows people registered in Fonzip to search and communicate with someone based on certain criteria.

Address Book

Information about the End User Interface.

End User Interface and Features

Sub-Service Providers List

Communication Permissions

Cookie Policy

Support Requests & Privacy Policy

Information on managing data and communication permissions.

Personal Data, Communication Permissions, Privacy &amp; Agreements

Find answers and get help from Intercom Support and Community Experts

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