Once you have added a workflow you need to tell infoodle under what circumstances the workflow should start by selecting triggers. Choose a trigger from the following: A person: is added. Shown when on the Add person screen and triggered

There are several ways you can search for a Giving Number in infoodle. The method you use depends on what you're trying to achieve. Are you trying to find a person's Giving Number or are you looking to

The Activity Boards List page shows you all the Activity Boards that you have created and allows you to edit, maintain, and create new Activity Boards. You can also duplicate existing Activity Boards to reuse previously created Boards to speed

This widget is available to all infoodle users. It is used to list activity for the email and text queue for the past 7 days. The widget shows how many emails have been sent by your organisation, and how many

Infoodle allows you to export lists and reports on all sorts of data! To export a report on a collection of Households/Organisations click here . Sometimes you may wish to export information about Groups . To export a Group's Details

person who made the transaction This personalisation also supports font tags (see details in this section ) {pledges} List a line of text which describes all the available pledges. The information on the line is customisable by including words from the

Navigate to the People section. Find the person you want to add a tag to. Click the Tags button with the pencil icon. In the Tags section, start typing the tag name. Select the desired tag from the suggestions or

Notes are created under a person's profile page. The Recent Form Entries widget displays any recently submitted infoodle Form entries that are waiting to be approved. Note that listed entries are restricted to just the Form Entries that you

To help make your rostering easier add notes concerning the entire event for each event. You may want to include a simple summary of what will happen during the event or any special features. This information is shown in the

Event planning helps you coordinate an event by adding notes, contacting organisers, uploading documentation, and tracking attendance statistics. Access event planning Go to Events and view the list Find the event you want to plan Click the Plan icon (4th

their ROPA or Article 30 record where applicable. Audit trail infoodle's per-record logging for Xero sync events is limited: each poll updates timestamps and message fields on the Status tab, but infoodle does not expose a per-contact

Select the catalogue you wish to add a collection to. Click on "Add a new collection" and type in the name of the collection i.e Ride on toys. Click Save . You can continue adding as many collections as you

In order for a persons transactions to appear in a Gift Aid claim, you must record their approval and the dates that the approval is valid for. There are three ways to achieve this: 1. During Xero contact creation You

The infoodle Menu consists of two main parts, the Menu Bar on the left, and the Quick Access Toolbar across the top of the page. The Menu Bar The menu bar is what gives you access to the various areas

There are times when you want to use data from infoodle to pre-populate a form for someone to complete. An Unsubscribe , or Data update & confirmation forms would be two examples. A common method of presenting the form and the

Overview Creating forms in infoodle enables your organisation to collect data and/or payments quickly and efficiently. Once someone has filled in a form it then needs to be processed. If this is part of your role you may be