User & Organization Management (CRM)

Erdi Yerebasmaz avatar
16 articles in this collection
Written by Erdi Yerebasmaz
Users & Companies

What Can I Do In User / Company Profile?

Updating user / company information, adding notes, donations, dues, etc.
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Detailed Use of Filters

What can I search for with filters? How can I use them more effectively?
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

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

What can I do in the Users & Companies section? Filtering, sorting, E-mail & SMS sending, Debt & Collection Transactions, Data Transfer etc.
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Transferring Person & Company from Excel

Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Duplicate Entries, Contact Merge

How can duplicate entries be prevented, in what case are they created, how are they deduplicated?
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Adding User & Company

Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Bulk Data Update

It allows certain information belonging to individuals to be updated collectively.
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Resetting Data

It provides bulk deletion of all or certain types of data in Fonzip.
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

What Can I Do With Users?

Filtering, Communicating with People, Reminder of dues debt, Adding a batch of debt, Sending an event invitation and others
Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Person & Institution Editing / Updating

Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago

Deleting a User & Company

Erdi Yerebasmaz avatar
Written by Erdi Yerebasmaz
Updated over a week ago