Frequently Asked Questions

Here is a list of most Frequently Asked Questions: I have signed up, now what do I do? How do I send you my data? How does infoodle store my data? How do I create a backup of my data? How does infoodle help with GDPR? How do...

Well done in selecting infoodle for your database, CRM and donor management system. Congratulations on successfully logging in to your site and finding the Help System. Click here for the next steps to setting up your database.

When setting up infoodle, we assist you by importing your data. To do that, we need to get the data from you as securely as possible. To that end we've setup a page on our website which provides you with the ability to send us the data and also c...

Security at infoodle is taken seriously. We have endeavoured to ensure that any data stored with us is kept safe and that the using of the system does not create openings for unauthorized access either by external users, or legitimate users to acc...

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For our European customers, there is new legislation with regard to data privacy. There are two aspects to this: 1. infoodle as a data processor We have various documents which form our data processing agreement: Terms & Conditions ...

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In order to encourage wider usage of infoodle within your organisation, you may choose to provide access to infoodle via your own website. This can be done either one of two ways, both require some technical know-how and access to change the code of...

We have extended the login support such that frequent invalid username / password combinations will now trigger a reCAPTCHA tick box to check you are a human! This is simply for increased security. What do I do if I get this screen? Simp...

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There are a couple of ways to do this. Click here to learn how.

infoodle encourages you to Archive people rather than delete. When you delete a person, all of the history for that person is also deleted and this data can't be recovered. Due to the person's history being deleted, they will no longer appear ...

When you have done the task, you need to specify this in infoodle by completing the task otherwise you will continue to get the email reminders! Click here to find out how to complete the task.

Within each organisation there are both Members and Non-Members. Sometimes it is easy to distinguish between the two and at other times it may not be so easy. For example, in a Church setting you may have regular Sunday service attenders and those w...

infoodle sometimes generates PDF documents. Some browsers will display the PDF within your browser, which is nice - but it's not always obvious what you do next. The trick is finding where the PDF icons are - they are shown by moving your mouse t...

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Whilst infoodle can be operated by the mouse and keyboard, it can also be operated using touch functions on an iPad. There are also a number of keyboard shortcuts that have been built into the interface to make it easier to move around without havi...

You will have received an Zoom email invitation. Please click on this link to see a short video on how to join the meeting on the day: Join a zoom meeting If you cannot view the link, here are the steps: Click on the link in the email ...

When you are taking payments from customers you may be asked this question. Click here for an article about what PCI compliance means. So, is infoodle compliant or not? infoodle does not need to be PCI DSS compliant because we do not store an...

Managing the reconciling of donations received via an infoodle form using a gateway or payment method (such as Stripe or Paypal) that takes fees off before the funds arrive in infoodle is a pain to deal with. We have streamlined this completely to e...

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infoodle links In Memorial gifts to an event. Generally this would be a funeral. (You will need to have the Events Package added for this.) Create an event in infoodle , ie. Daisy Brown's Funeral, and select an account code from the Even...

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In some countries, and for some organisations, you may have to track individual's vaccination status. Although we do not recommend medical data like this being stored, and strongly recommend checking your local laws around this sort of information -...