Welcome to the infoodle help system
By reading these documents, you can learn how to use infoodle. Let's start with how to use the Help System:
Search: In the top right there is a search bar for you to type in what you are specifically looking for
Navigation: On the left, you can see all folders and help articles on the navigation tree
In This Article: On the right, you can see sections on the same or similar topic as the current help document you are on
How infoodle can help you
At its simplest, infoodle is a database and contact management system with an abundance of added features. infoodle is a tool that can help you to:
- Administer your organisation
- Improve engagement with your community
- Stay in communication with your organisation and community
- Stay informed of how people are involved whether they are a member, donor, supporter, or attendee
Using infoodle means that everyone has access to the same correct information.
infoodle allows you to store information all in one place meaning no double entries and reducing time spent doing administration. This includes management of:
- Contacts
- Finance data
- Donor details
- Event management
- Documentation
- And more!
Initial training videos
Full Training: Focuses on different aspects of infoodle
Quick Tips: Focuses on specific tasks or topics
New users: start with Introduction to infoodle: Basic Training
Administrators: watch the Basic Administrator Training
Also, some infoodle help pages also have short videos showing you how to do something.
How to use the infoodle help system?
Click the
icon in the bottom right hand corner of your screen to access the help system.
This opens a pop up displaying the following:
- ? help documents link to the current page you are on
- Help videos link to full all training videos
- Help opens the help system home page
- Getting started see more information about:
- Configuration
- Contacts
- App
- Finance
- Reports
- Forms
- Search help bar
- Recent updates see what’s new in infoodle
Infoodle support
If you need any additional help that you can’t find from the Help System or Training Videos, then you can contact our Support Team.
Click on the
in the right hand corner of the page.
This will open a window that displays:
- Popular help pages this month
- Recent blog posts to keep up to date with what is going on in infoodle
- Search bar
- Submit a ticket if you can’t find what you are, then you can submit a ticket to our support team
Get Started with infoodle
If you are using the infoodle CRM, visit the Getting Started with infoodle help page to get some direction on getting infoodle up and running.
For UK Gift Aid users, see Getting Started with Gift Aid.