User & Organization Management (CRM)

16 articles in this collection
Written by Erdi Yerebasmaz

Users &amp; Companies

What Can I Do In User / Company Profile?

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

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?

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.

Written by Erdi Yerebasmaz
Updated over a week ago

Transferring Person & Company from Excel

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?

Written by Erdi Yerebasmaz
Updated over a week ago

Adding User & Company

Written by Erdi Yerebasmaz
Updated over a week ago

Bulk Data Update

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

Written by Erdi Yerebasmaz
Updated over a week ago

Resetting Data

It provides bulk deletion of all or certain types of data in Fonzip.

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

Written by Erdi Yerebasmaz
Updated over a week ago

Person & Institution Editing / Updating

Written by Erdi Yerebasmaz
Updated over a week ago

Deleting a User & Company

Written by Erdi Yerebasmaz
Updated over a week ago

Tags

Adding / Removing Tags to Users & Companies

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

Written by Erdi Yerebasmaz
Updated over a week ago

Editing / Deleting Tags

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

Written by Erdi Yerebasmaz
Updated over a week ago

What is a tag? How is it added?

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

Written by Erdi Yerebasmaz
Updated over a week ago

Used Defined Fields

Contact Information Fields / Contact Card

This article describes which personal data will be kept, the format of these datas, and how to determine the viewing and editing settings.

Written by Erdi Yerebasmaz
Updated over a week ago

Digital Membership Card

Written by Erdi Yerebasmaz
Updated over a week ago