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

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

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

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

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

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

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 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

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 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

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

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

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

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

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

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

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