Adding physical items to a collection in infoodle is easy. Just enter the name of the item, some details about it, maybe add QR and barcodes and the job's done! Let me show you how: Click Library on the Navigation bar/menu. Click the catalogue from the library you want to work with. From the catalogue page click on the collection you would like to add items to. i.e. Ride on toys. Click on the +Add new item to collection button. What type of item are you adding to this collection? Select Physical item . Type in the name of the item Item code - if the item has a code you can enter it here. If you would like to give the item a QR or barcode enter the number (or get next number) and then click on "Display as QR or barcode" You can then take a

infoodle allows you to add your own company/organisation logo to the system. To do this: Click Administration on the Navigation bar/menu. Next click System on the System Administration page. Under Site Settings click on Update logo . Click on upload file, select your file and Save . If your logo does not appear to update, you may need to 'force refresh' your browser. To do this, push "Ctrl" + "F5" on your keyboard - Or "Command" + "F5" if you are on a Mac.

How do I know when to receipt? Does infoodle have a best practice? It does not matter when you do your receipting as you can do it whenever it suits you or your Church or Organisation. There are a variety of ways that different organisations generate their receipts: One receipt run after year end For organisations such as churches, they will often collate their transactions throughout the year, and then once the year end is completed, they issue a tax receipt which is a total of the activity for a person during the just completed year. On donation receipting For organisations that receive occasional donations which may only be once or twice a year from individuals and they wish to be responsive to them, they may wish to issue a receipt at the same time they received the donation. Periodic receipting For some organisations it may be convenient for them

Account codes re used to collate transactions together and can be for any purpose e.g. an appeal or a project you're raising funds for. Basically you can tag a transaction to an account code (in addition to tagging it to a campaign etc.) so that you can run a report to see how much money was received against a particular account code. You can also generate receipts for people who have given to a particular campaign by filtering the receipt screen. Setting up account codes is simple, here's how: Click Finance on the Navigation menu. (You will need permission in your role to access this). Click Account Codes . Click Add code or Import from Xero . Enter an Account Code . Sites which don't have infoodle Finance will only have the option of selecting the inbuilt General account code. If infoodle Finance is added to your site after

When searching for a person infoodle has an option in the People and Households submenu to Show All . This will display everyone in your database. You can click on the headings Firstname, Lastname etc. to sort by that column. Click again to sort in the opposite direction. The " Starts with " dropdown is based on the currently selected column. In this example Lastname. However, to quickly bring up a specific person's details check out the instructions below: On the Dashboard, type in the name of the person you are looking for. The Name filter will search all the firstname and nickname fields as well as organisation names. It will also show the nickname in brackets [ ] at the end of the shown name if different to the firstname. The default filter for searching is Name but you can select a different filter to search if required. Infoodle will bring up

There are two ways to remove a person from a group. Infoodle recommends setting a person as a past member to preserve their group history, but it is also possible to delete a person from the group. Past members still appear in group lists, with a Past Member permission setting. Past Members Select the group. Locate the person to remove in the members list. Click the Edit button next to their details. Set the permission to Past Member . Save the changes using the Save button. Deleting a Group Member Search for the person to be removed from a group. On their profile page click the Groups tab, locate the group to remove them from and click Edit next to the groups details. Set the permission to Past Member . Save the changes using the Save button. You must be an administrator of the group. Note See Permissions for more information on

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How do I find lapsed donors? Here's how to find everyone who has contributed 1 or more transactions before 1st of January 2018 but has no transactions this year (2018) as an example (you can adjust the dates as you need): Select Reports from the Navigation Menu. Select the People as the Report area . On the Create Criteria tab/page click Add finance criteri a. Add the following criteria: Select the fields that you want displayed in your results and generate your results.

s always available Support for those with Letters after their names We needed to support those names where their honorary titles were properly managed. If you need letters after the name, you can enable the 'suffix' via the Administration -> Custom Fields -> Field Options screen. Notes The ability to have the Add/Edit popup was popular! This has been re-instated as an option. There are new icons beside the +Note button, and edit links on the notes section. These show the screen in a popup window allowing you to move around the screen as needed. Date saved changed notification - to ensure visibility, if the date the note saved is different from the date it was created, an icon appears beside the date saved text on the note. Hover your mouse over this to see the original created date. You can now set and edit the date of a note. The

When Adding an Event there is a Questions tab that needs to be filled in as part of the process. The questions that are listed under the tab will have been set up in the Locations area. There are two ways to add a question depending on whether it relates to all events or whether it is location specific. To Add Questions for All Events: Click Events in the Navigation bar/menu. Click Locations . Click LIST QUESTIONS under Questions for All Events. Click ADD QUESTION . Type in the Question e.g. Do you need catering? Select Question Type from the dropdown list. Enter a person or group to inform when ticked. Enter the type of rate e.g. per hour, half day, full day, fixed etc. Enter the rate. Click SAVE . To Add Questions for a Specific Location: Click Events in the Navigation bar/menu. Click Locations . Click on

Topics Covered Setup and usage of the rostering system

This is useful in a situation where e.g. your organisation logo changes or you wish to add a Christmas theme and you need to change all of the receipt templates rather then manually doing them one by one. Here's how: Click Finance on the Navigation Menu. Click Receipts (You will need permission in your role to access this). Click Maintain receipts . Click Bulk Update Designs . Select the Alternate design . Select the first and last date to use this alternate design. Select the receipt template(s) that you wish to be affected by the change by ticking the box to the left of the receipt template name. Click Apply to selected .

homepage for a company. Example: Facebook: https://facebook.com/infoodle Instagram: https://instagram.com/infoodle Company Website: https://infoodle.com When creating your custom field, select Web address When entering the web address you need to enter the full URL: https://infoodle.com Do not enter it like the below: infoodle.com

An event can use the infoodle check-in system to mark the attendance of attendees. To achieve this, we must ensure that the group or groups who will be registered need to be included on the event. To set up an Event to use check in: When adding an Event or Editing an Event click the People involved tab Under the Attendees section click the CHOOSE button and select the groups you wish to have checked in. Easy as that! Note: These groups MUST match the groups used for your check-in logins. If you are running a ‘My Vaccine Pass' required event, click here.

This button determines whether or not to send individual emails to each person, or one single email to all people. It is set on "To/BCC" by default. To/BCC Option When this setting is selected, infoodle allows emails to be personally customised to each recipient, even when sending to multiple recipients. In the majority of scenarios, this would be the preferred or recommended setting for the following reasons Merge Tags : If your email has personalisations (aka, Merge Tags, or Mail Merging - e.g. "Dear {first_name}") then your emails will automatically be customised for each recipient Email Privacy : Emails are sent individually to each recipient and recipients cannot see who else received the email. Bulk Emails : You can send a very large number of emails all at once e.g. a Newsletter to hundreds of individual contacts or more. Spam Proofing : Because this sends out individual emails to

infoodle has the ability to: Use mailchimp templates when emailing. View and update the lists and statistics in infoodle. See Mailchimp Lists To receive subscribe, unsubscribe and change requests from mailchimp. See Receiving Data from Mailchimp To send changes to mailchimp then use an infoodle workflow See About Workflows You will need to set up an account with Mailchimp first: Create and login to your account at mailchimp.com Once you have logged in to MailChimp you are able to get your API In infoodle go to Administration > System > Mailchimp and paste your API from Mailchimp into the box as in the screenshot above. Click Save. You can now connect infoodle and Mailchimp. See infoodle and Mailchimp for more information on the integration with Mailchimp.

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The Form Page Break element provides the option to break long forms into sections, with each section presented on its own page. Navigation from one page to the next is provided by Back and Next buttons. The form can include any number of Page Breaks. Additionally, when used with a List element (either a Custom Field - Lookup, or Independent Field - List), a Form Page Break allows you to jump to sections based on the selection made from the list. A possible use for this feature could be when creating a survey - if answer 'X', jump to section 2, but if the answer is 'Y', jump to section 3. For examples of various forms using Page Breaks and List options, see: Examples of Page Routing Here's how to add the Form Page Break: Drag the Form Page Break field onto the form field. Routing after section - select this option to

Whilst in edit/view mode of the roster, click Download roster in the panel on the left hand side. Select the relevant options and click Download .

During the conversations infoodle has with xero, there are a number of statuses that can occur. Most of them don't require any interaction from you. The first thing to check is whether Xero themselves are having issues. Xero status page The following do require action by you and as such the Xero integration wont work until resolved: Status Meaning Requires authentication There are occasions when the security keys between infoodle and Xero get mixed up. Its usually when Xero have stability issues, or are taking sites off line. Simply click the link provided and click 'check & authorise' - follow the prompts - and you should be back online. Connection Forbidden This indicates that the connection with Xero has been disrupted. Causes may be a change of Xero Login Details or two-Factor Authentication, or an outage or other issue on the Xero side. To resolve this you will need to first