Results (776)
Email Purpose
v1
English
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 File or Folder
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English
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
Labels
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English
Labels are printed stickers that help you to identify people and assets in Infoodle. They can be used in different ways. Infoodle allows you to print sheets of labels that can be used as Address labels Name labels Custom field
Mailchimp Lists
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English
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
Deleting a Workflow
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English
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
Roles
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English
Adding a Form
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English
Save form . Your form will now look something like this: Design and Preview controls (upper right) Show design - provides styling features your designer can use on individual fields or the whole form. For example, if you want the labels of
Workflow Timeline
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English
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
Disabling a User's Login
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English
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
Payment Methods and Set Up
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English
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
Adding a Photo
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English
Photos can be assigned to a person, or a household. It can be useful for auditing purposes to have photos of your members. Search for the person's profile that you want to add the photo to. Select the Photos
Adding Payment Gateways
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English
Adding Payment Gateways to infoodle Before you start, ensure you have the connection details for your chosen supplier. To add gateway details follow these steps: Navigate to either: Administration > System > Payment methods Finance > Transaction processing > Banking > Payment Methods If you
Gift Aid (UK only)
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English
Searching for a File
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English
From an individual's personal Files screen start typing the name of a file in the Search file name box and click SEARCH . Click Download to download and view the file. You also have the option to either edit the
2025
v1
English
to give the total for this statement of gift aid and transactions {totals lifetime ga transactions} to give the total for lifetime of gift aid and transactions We've also extended the {all items} merge tag which lists various fields
Sending Logins
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English
How to send out a login Everyone who needs access to infoodle will need a log in. If you've not done the steps for assigning a user a role , you will need to do that first. Click the: Send
Volunteer Hours Report
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English
Infoodle can generate a report which shows you how many volunteer hours have been recorded against an individual. To create a Volunteer Hours Report relating to an individual: Search for the person in your infoodle database. Once on their profile
Duplicate a Receipt or Statement Template
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English
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 list on the right of which template you
Creating a Work Queue
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English
To create a Work Queue, select the Administration icon and select Workflows from the list of Administration options: Select the Add work queue option Complete the details relating to who owns the queue, who can add contacts to the queue
Donor Statement Personalisations
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English
appear in tables. Simply using the editor to change the font of the personalisation does not affect tables, therefore an additional tag is needed to tell infoodle to use the font within the table. The format is font[dejavusans