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

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 all accounts in Infoodle to make organizing easier but only the titles of the folders are shared and not the contents (files) unless the folder is being shared with a group. So bear this in mind when deleting a folder as it will be deleted for all accounts or contacts (people) in infoodle. From an individual's personal Files screen click on the name of the folder that you wish to delete on the left hand side. Click delete on the right hand side. Deleting a file From an individual's personal Files screen select the folder from the folder list on the left hand side. Alongside the file name

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

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

The Forms widget provides some key benefits Show forms you want the user to use. The user will need to have "Need forms menu item" permissions in their role - but thats all. You make a form available on this screen by editing the form itself and on the settings tab ensure the .. is ticked. Link the form entry to the user You are encouraged to add the Person Safe ID field to your form. With this enabled - when the user clicks the 'view' button from the forms widget - infoodle 'knows' who is completing the form - and then will be able to link that with the auto-approval process, or identify the right person in the approval screen . Usage When accessing forms this way - the user is not taken away from infoodle, the form is shown within the current screen making it feel a more natural process.

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

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.

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

A note about Addresses and the associated Country While on a contact's profile and viewing address details, infoodle will display the country name for that contact only if their address is outside of the country you're in. For example, if you're using infoodle in Australia, only street and area (State) details will display for Australian contacts. However, if the contact is located elsewhere, New Zealand for example, the country name is displayed. Regardless of the country a contact is from, when you edit the address details, the recorded country name is displayed. Adding an address to a new person or household (or organisation) To add an address while adding a new person or household, click the Address tab next to the Person's Name tab: or when you reach the bottom of the settings page for a new contact, select Next > (Address) : Complete the address details with

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.

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

Infoodle enables you to use the camera on your device when taking photos. This can be really helpful when conducting an audit of people in your organisation and you want to quickly capture their image. Rather than going via your regular camera and uploading the photo, you can do this directly to the screen. When you edit your photos, you are given the option to 'Use camera' (if a camera is found on your system and your browser supports it - there is limited support at this point, see below.). Clicking 'use camera' will launch a popup window. The first time you do this, your browser will ask if you want to give permission to infoodle to use your camera. You should only need to do this once. Depending on which browser you use will determine how you do this. Normally there is a message at the top of your screen