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25 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2827 Views 0 Likes
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Mark as Deceased
3507 Views 4 Likes
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Edit the Date of Death
2534 Views 2 Likes
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About Member Types
1818 Views 0 Likes
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Track Individual Member Separately
3232 Views 0 Likes
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Update Employment
1781 Views 0 Likes
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Update Member Demographics
1746 Views 0 Likes
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Update Member Contact Information
2231 Views 1 Like
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Change Member Type
2383 Views 1 Like
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Update Member Name
2151 Views 0 Likes
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Reactivate a Member in Directory
1177 Views 0 Likes
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Match Directory and Public Accounts
3050 Views 3 Likes
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What happens to an account when a person is marked as deceased
2068 Views 2 Likes
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Directory Accounts and Public Accounts
1011 Views 0 Likes
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Add Member to Family in Directory
1999 Views 0 Likes
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Remove Track Separately
1610 Views 0 Likes
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Deactivate a Member in Directory
1976 Views 0 Likes
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Update Safe Environment Certification in Directory
1455 Views 0 Likes
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Move Member to Another Family
1710 Views 0 Likes
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Add Tags
2500 Views 6 Likes
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Edit Public and Private Notes in Directory
1475 Views 0 Likes
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About Public and Private Notes
1460 Views 0 Likes
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Locate and View Directory Activity
2289 Views 2 Likes
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Edit Member External ID
135 Views 0 Likes
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Raiser's Edge Export
25 Views 0 Likes