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User & Organization Management (CRM)
User & Organization Management (CRM)
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.
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