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26 Articles in this category.
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Link Accounts from the Directory to a New Managed Account
2884 Views 0 Likes
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Mark as Deceased
3586 Views 5 Likes
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Edit the Date of Death
2602 Views 2 Likes
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About Member Types
1867 Views 0 Likes
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Track Individual Member Separately
3301 Views 0 Likes
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Update Employment
1802 Views 0 Likes
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Update Member Demographics
1771 Views 0 Likes
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Update Member Contact Information
2277 Views 1 Like
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Change Member Type
2434 Views 1 Like
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Update Member Name
2197 Views 0 Likes
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Reactivate a Member in Directory
1199 Views 0 Likes
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Match Directory and Public Accounts
3189 Views 3 Likes
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What happens to an account when a person is marked as deceased
2125 Views 2 Likes
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Directory Accounts and Public Accounts
1033 Views 0 Likes
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Add Member to Family in Directory
2066 Views 0 Likes
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Remove Track Separately
1670 Views 0 Likes
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Deactivate a Member in Directory
2028 Views 0 Likes
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Update Safe Environment Certification in Directory
1481 Views 0 Likes
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Move Member to Another Family
1754 Views 0 Likes
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Add Tags
2581 Views 6 Likes
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Edit Public and Private Notes in Directory
1520 Views 0 Likes
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About Public and Private Notes
1507 Views 0 Likes
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Locate and View Directory Activity
2339 Views 2 Likes
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Edit Member External ID
174 Views 0 Likes
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Raiser's Edge Export
77 Views 0 Likes
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Edit Physical Contributions in Directory
2030 Views 0 Likes