Getting Started with infoodle

Now that you've signed up for a Trial or that you've gone Live with your new infoodle site, here's some things (along with links to articles in the infoodle Help system) to consider when getting started:

Where to begin?

Our Recommendation for new users is to focus on what your Key Needs and Priorities are in getting your infoodle database up and running, and then work on that list in order of importance.
Once your key requirements are met, then you can focus on more in depth learning.

Use the menu Below to jump to a specific section of this page:

1. Administrators - Database Setup and Configuration
2. All Users - Day to day usage of infoodle
3. Finance Users - Requires infoodle Finance
4. Events Users - Requires infoodle Events
5. Libraries Users - Requires infoodle Libraries

For Gift Aid Users (UK only) see Getting Started with Gift Aid (Opens in a new Tab)

For Administrators

• Check and Configure your System settings
• Verify Your Domain so that when users send emails from infoodle using your domain name they are less likely to land up in spam folders.
• Check your Role permissions and create new roles
• Set up new users and Assign them a Role & issue a Login
• Create custom fields and tabs to customise your database
• Create Customised Views and Configure Profile Layouts
• Review and Prepare your Data ready to import into infoodle
• Use the Data import tool to Import Data from a CSV file
• Set up Payment Methods for use in infoodle forms

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For All Users

• View your own Profile and Account Settings or Change your Login Details
  
• Add new contacts
• Use Advanced search to review and edit your contacts.
• Create Groups to organise and manage your contacts
• Create a Signature for emails you send from infoodle.
• Send Emails via the contact section
• Create some Reports to get information from your database
• Create some Forms for receiving donations, registrations, enquiries and more.
• Sign up for some Free Online training (opens in a new browser window)

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For Finance Users

• Setup your Finance Settings
• Configure Xero integration
• Set up and manage your Bank Accounts and Account Codes
• Create some financial Campaigns
• Create Stock Items to manage Tickets or other Sale items
• Get set up to issue Tax Receipts and Donation Statments

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For Events Users

• Add Event Locations to use when setting up events
• Add an Event to your Events Calendar
• Create Rosters to aid in managing Event staff and Volunteers
• Set up the Online Check-in for recording Event Attendance
• Use the Live Event Manager for running events
• Create Activity Boards to send or stream slides and events to displays and smart devices.

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For Libraries Users

• Learn About the Library and how to Add and Manage Libraries
• Create Library Catalogues and set up Library Collections in each Catalogue
• Add Library Items to your Collections
• Let up the Library Kiosk for your community to use
• Manage your Assets within infoodle

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