Contact Record Management
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Adding an Administrator to Member365
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How To Add An Organization To Member365
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What Do the Red Exclamation Marks Next to Contact Names in the Contact List Mean and How Do I Get Rid of Them?
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How to Update Organization Contact Information
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How do I get notified if a contact or member updates their profile?
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How to Manage Email Consent Settings
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How to Pull Contact Demographic Form Responses
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How to Create a New Organization
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How to Import Non-Members into Your Contact List
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How to Export a Spreadsheet Based on an Existing List
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How to Create a List of Organization Names with No Duplicates
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How to Create Related Contacts
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How to Allow Members to Edit the Organization Listed on their Member Profile
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How to Enable or Disable Notification of Member Profile Updates
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How to Create a List of Recently Renewed Memberships
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How to Delete the Historical Archived Record of an Organization
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Creating Add-On Categories
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How To Manage Member Portal Access Rights for Non-Members
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How to Add Contact Salutations
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How To Create and Manage Contact Tags
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How to View a Contact’s Engagement History
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What does ‘Related Contacts’ mean on a Contact Record?
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How to Soft Delete a Contact
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How to Restore a Soft Deleted Contact
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How to Permanently Delete a Contact
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How Does Member365 Help Me Maintain GDPR Compliance?
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What Do Red Lines Through Contacts in a List Mean?
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How do I delete contacts to maintain GDPR Compliance?
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How to Create a List of Users With a Specific Tag
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How to Tag a Contact
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What Contact Information is Collected on Application?
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How to Identify the Contact Record Associated with a Contact ID Number
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How to Change the Sender Email Address for Automatically Generated Emails
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How to Create a Contact Profile Form
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How to Associate a Contact with a Contact Demographic
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How to Associate an Organization with an Organization Demographic
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How to Create an Organization Profile Form
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How to Export a Contact’s Information
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How to Generate and Export a Contact Frequency Report
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What Are Workspaces?
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Getting Started: Contact Record Management
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How to Grant or Revoke Member Portal Administrator Status
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How to Change a User’s Member Portal Username and Password
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How to Edit a User’s Contact Information
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How to Delete Duplicate Contact Records
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How to Remove a Member from Automated Recurring Billing (ARB)
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Impersonate a Contact
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How to see which users have updated their Member Portal profiles
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How to Edit a Contact Record
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What are Related Contacts?
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How to Access a Contact Record
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How to Access an Organization Record
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What is the Communication & File Log
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What is the Contact Delete Report?
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How to Check if an Email was Sent
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Why Can’t my Contact Log In?
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How to view Engagement Analytics
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How to Configure Engagement Analytics Settings
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How to pull a list of Contact Records with No Name
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How to Pull a Shared Tag Report