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25 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2840 Views 0 Likes
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Mark as Deceased
3517 Views 4 Likes
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Edit the Date of Death
2545 Views 2 Likes
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About Member Types
1828 Views 0 Likes
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Track Individual Member Separately
3246 Views 0 Likes
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Update Employment
1786 Views 0 Likes
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Update Member Demographics
1753 Views 0 Likes
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Update Member Contact Information
2244 Views 1 Like
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Change Member Type
2393 Views 1 Like
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Update Member Name
2159 Views 0 Likes
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Reactivate a Member in Directory
1183 Views 0 Likes
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Match Directory and Public Accounts
3073 Views 3 Likes
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What happens to an account when a person is marked as deceased
2082 Views 2 Likes
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Directory Accounts and Public Accounts
1016 Views 0 Likes
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Add Member to Family in Directory
2008 Views 0 Likes
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Remove Track Separately
1623 Views 0 Likes
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Deactivate a Member in Directory
1987 Views 0 Likes
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Update Safe Environment Certification in Directory
1462 Views 0 Likes
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Move Member to Another Family
1717 Views 0 Likes
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Add Tags
2512 Views 6 Likes
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Edit Public and Private Notes in Directory
1484 Views 0 Likes
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About Public and Private Notes
1471 Views 0 Likes
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Locate and View Directory Activity
2297 Views 2 Likes
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Edit Member External ID
147 Views 0 Likes
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Raiser's Edge Export
38 Views 0 Likes