Administrator getting started
Well done in selecting infoodle for your database, CRM and donor management system. Congratulations on successfully logging in to your site and finding the help system.
Why use infoodle?
Infoodle is a tool that will help with your administration within your organisation and community. At its simplest it is a data base and contact management system with added features. Infoodle will help you stay in communication with the people within your organisation and community, and help you stay informed how people are involved, whether a member, donor, supporter or attender etc.
Using infoodle means that everyone has access to the same correct information. Infoodle enables you to store the information that you need; personal, financial, physical etc. Having your Contact management, donor management, event management and documentation in one place means no double entry, reducing time spent in administration.
Here at infoodle we aim to help and encourage you as best we can, we want to see you work smarter not harder to achieve your measurable outcomes.
Using the help system
Throughout infoodle you may see little orange dots with a question mark.
By clicking on this a popup box will appear with information on the area you are in.
Also you are able to click on the support tab to the bottom left of your screen.
This will open up a form where you can enter your question and submit it to infoodle. The infoodle office will be notified and respond as soon as possible. You are also welcome to email us directly or give us a call.
Now you have logged in take a look around and review your data.
Below is a list of a few things you may want to start with:
View your own profile (Click here to see how to do this)
Advanced search- Review and edit data (Click here to see how to do this)
Check system settings (Click here to see how to do this)
Check your Role permissions and create new roles (Click here to see how to do this)
Create groups (Click here to see how to do this)
Create custom fields (Click here to see how to do this)
Send emails etc. (Click here to see how to do this)