The Email Purpose function provides a mechanism to specify an email address on a Contact, record for a specific purpose, as well as managing email communications for multiple contacts within the same organisation or household. The email purpose settings are

Deleting a folder Note that a folder cannot be deleted if there are files under it so the files will need to be removed ( moved or deleted) before the folder can be deleted. Remember that folder titles are shared between

In infoodle the options for receipts, No Receipt , Combined or One-off , are related to if, or when, a contact should be able to receive a receipt for transactions. The Tax Rebatable or Non-Tax Rebatable information is something that

Once you have added your API key into infoodle, you can now connect them together. Refresh lists This talks to mailchimp and gets the list of lists available in your account together with the count of subscribers, unsubscribed and cleaned

Viewing Form Entries To find the form entries waiting to be processed, scroll down to the form you are interested in. If any entries have been received it will have the entries icon beside it. Click on the Entries icon

If a workflow is no longer needed, it's a simple process to delete it! Here's how: Select Administration from the Navigation bar/menu. Click Workflow . Click the Edit button next to the Workflow you want to delete. Scroll

This page enables you to filter the transactions that are waiting to be receipted. Here's how to filter the transactions: Click Finance on the Navigation menu (You will need permission in your role to access this). Click Receipts . On

Exporting form entries is especially valuable because it lets you take the information people submit and use it in the practical, day‑to‑day work of your organisation. How to export form entries Your browser does not support the video

When infoodle imports transactions from Xero, there is the possibility to tell infoodle which transactions you wish to reconcile without any further input from the user. This process is called Auto reconcile and is controlled by you. The steps are

When using Workflows, it may be necessary to review what actions have been triggered for a specific person, or if using the Wait workflow step, you may need to manually stop the Workflow from proceeding further. All of this can

infoodle enables you to email your receipts either in bulk or one at a time. For this to occur, the following need to be created: An Active Email Address An Email Template A Receipt Template 1. The Person Needs an

Page routing can be as simple or as complex (within the constraints of what infoodle provides) as you require. Drawing out the outline of sections and links to page breaks will help with the design and the elements required when

Sometimes it may be necessary to prevent a person in your organisation from logging in to infoodle, or remove access after a person has left the organisation. This can be done by your administrators, or users with the create accounts

Your browser does not support the video element. Hover over Finance in the menu on the left Then click on Receipts Then click on Maintain templates Click on the Action drop down on the right of which template you want

Occasionally it may be necessary to delete a form in infoodle. Just follow this simple process and your form will be gone for good! But don't do this unless you're absolutely sure! To Delete a form: Select Forms

Payment Methods infoodle supports payments through Payment Gateways and non-credit card methods. Payment Gateways infoodle is integrated with a number of Payment Gateways to enable you to capture payments while people are on a form. The form data is

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

If you have transactions that have been received via Ezidebit, you can reconcile it to the Ezidebit transaction(s). Note: The Ezidebit transaction needs to be taken via an infoodle form for this to work. Here's how to reconcile