Contents x
- Welcome to infoodle!
- Getting Started with infoodle
- User Account Settings
- Dashboard
- What is the Dashboard?
- Adding a Widget
- Editing or Moving a Widget
- Removing a Widget
- Widgets
- The 'Groups' Widget
- The 'To Do' Widget
- The 'Calendar' Widget
- The 'Roster Confirmations' Widget
- The 'Birthday' Widget
- The 'Custom Field Anniversary' Widget
- The 'Queues' Widget
- The 'Added People' Widget
- The 'Recent Notes' Widget
- The 'Finance' Widget
- The 'Work Queues' Widget
- The 'Recent Form Entries' Widget
- The infoodle Menu
- The updated infoodle Menu
- Default Data Fields
- Common Tasks in infoodle
- infoodle Updates
- Administration
- Identifying Duplicate Contacts
- Administrator Getting Started
- Packages and Views
- Billing - changing users or features
- Upgrade My Plan
- Two Factor Authentication (2FA) Settings
- Roles
- System Setup
- Payment Methods and Set Up
- Label Formats
- Custom Fields
- Profile Layout
- School Year
- Site Statistics
- Workflows
- Migrating from Other Systems
- VIDEO: Basic Administrator Training
- Tags
- Import Data
- COVID Functions
- COVID Configuration
- Configuration Options
- Options Checklist
- Setting the My Vaccine Pass Required status of an event
- Showing Events as ‘My Vaccine Pass Required’ or Not on the Web
- Showing Events as ‘My Vaccine Pass Required’ or Not on the App
- Running a ‘My Vaccine Pass’ Required Event
- Capturing Pass Expiry Dates
- Scanning My Vaccine Pass
- Adding Covid Pass Expiry Dates to Check-in and App
- People
- Adding a Person
- Editing a Person
- Searching for a Person
- Archiving a Person
- Deleting a Person
- Converting an Organisation to a Person Contact or Vice Versa
- People and Reports
- Exporting a Person's Details
- People Function Menu
- One Person in Multiple Households/Organisations
- People and Advanced Search
- Addresses
- Adding a Person to a Group
- Photos
- Files
- Appointments
- Birthdays
- Guardians
- Private and Visible Settings
- Labels
- Email Purpose
- Email status
- Person Audit Trail
- Confirmed Contact Details
- What is an organisation contact
- Processing a Deceased Person Profile
- Notes
- To Do's - Task Reminders
- Household / Organisation
- Exporting a Household/Organisation's details
- Households/Organisations and Advanced Search
- How People Are Ordered in a Household/Organisation
- How infoodle Contacts a Household/Organisation
- Adding a Household/Organisation
- Editing a Household/Organisation
- Reporting a Household/Organisation's Details
- Adding a Person to a Household/Organisation
- Deleting a Household
- How infoodle Calculates a Household/Organisation
- Moving a Household/Organisation to a new address
- Organisation View
- Splitting or Combining Households/Organisations
- Searching for a Household/Organisation
- Groups
- About Groups
- VIDEO: Groups - An In-Depth Training
- Adding a Group
- Subgroups
- Editing a Group
- Deleting a Group
- Adding a Person to a Group
- Removing a Person from a Group
- Group Permissions
- Searching for a Group
- Moving Groups
- Moving Members of a Group to a New Group
- Group Settings
- Reporting a Group's Details
- Exporting Group and Subgroup Details
- Groups and Advanced Search
- Hibernating and Expiring a Group
- Locked/Admin Groups
- Group Functions
- Team Skills
- Group Tasks
- Group Content
- Group Types and Fields
- Group Attendance
- Bulk Group Changes
- Sync Groups
- Group Custom Fields
- Volunteer Hours
- Contact
- Contact FAQ
- Emails
- Getting Started with infoodle Email
- Email Contact
- VIDEO: Email System Training
- Who will receive this email
- Email Methods
- Basic Email
- Email Designer
- infoodle Inbox
- Configuring your infoodle Email
- Recipient List Details
- Managing Email
- Failed Emails
- Unsubscribe and Email Preferences
- Mail Types
- infoodle and Mailchimp
- Verifying Domains
- Email Templates
- Sending Emails
- Email Merge Tags
- Why Did My Email Fail?
- Addressing a Combined Household Using Personalisations
- What Is "On Behalf of" ?
- Letters
- Texts
- Labels
- App Notifications
- Email or text from an individual's profile page
- Email or text from the group's pages
- Searching the History Tab
- Finance
- Recognising Income
- About Finance
- Getting Started with Finance
- Finance Terms
- Steps to Entering Data
- Year End Checklist
- Auto Reconcile
- Managing Grants
- VIDEO: Finance - Full Training
- VIDEO: Administrators Training
- Transactions
- Adding Individual Transactions
- Adding Bulk Transactions
- Adding a Collection of Transactions
- Adding "In Kind" Transactions
- Editing a Transaction
- Deleting a Transaction
- Splitting Transactions
- Showing Transactions
- Searching for a transaction or transaction status
- Moving Transactions
- Transaction Details
- Adding a Batch
- Editing a Batch
- Renaming a Batch
- Closed Batches
- Xero Journals
- Reconciliation of Transactions
- How does infoodle handle credit card fees?
- Finance Reports
- Batch Reports
- People Finance Reports
- Bank Statement Import
- Lapsed Donors
- How to Handle Anonymous Donations
- Xero Tracking Categories
- Bank Accounts
- Statements
- Who Needs Statements?
- Generating Statements
- Statement Templates
- Adding a Receipt or Statement Template Design
- Editing a Receipt or Statement Template Design
- Adding a Receipt or Statement Template
- Donor Statement Personalisations
- Income Statement Personalisations
- Searching for a Receipt or Statement Template
- Editing a Receipt or Statement Template
- Deleting a Statement Template
- Bulk Updating Designs
- Receipts
- Checks Prior to Receipting
- When to Receipt?
- What Needs Receipting?
- Adding a One-off Receipt
- Generating Receipts
- Deleting a Receipt
- Adding a Receipt or Statement Template Design
- Editing a Receipt or Statement Template Design
- Adding a Receipt or Statement Template
- Searching for a Receipt or Statement Template
- Editing a Receipt or Statement Template
- Deleting a Receipt or Statement Template
- Receipt Template Examples
- Bulk Updating Designs
- Combining Receipts
- Emailing a Receipt
- Issuing Joint Receipts
- Printing to Envelope Setup
- Resending a Receipt
- Printed Receipts
- Pledges
- Account Codes
- Analysis Reports
- Campaign
- Finance with Xero
- Xero
- How to connect to Xero
- Contacts from Xero
- Accessing infoodle contacts from Xero
- Sync infoodle contacts with Xero
- Xero Schedule
- Line item description matching
- Send to Xero
- Unreconcile a transaction
- Creating an invoice in Xero from a form
- Xero Invoices & Payments
- Xero Tracking Categories
- Xero Status
- Xero Quick Download
- What if I change a transaction in Xero?
- Gift Aid (UK only)
- Giving Numbers
- Memberships
- Payment Methods and Gateways
- Stock Items
- Searching for a Receipt or Statement Template
- Events
- Check-in
- Library
- Assets
- Reports
- Creating a Report
- Saving a Report
- VIDEO: Reports - From Basics to Advanced
- Report Categories
- Editing or Deleting a Report Template
- Searching for a Saved Report Criteria
- Printing a Report
- Attendance Reports
- Exporting a Report
- Reports Schedule
- Special Reports
- Create a backup of your data
- How do I find people who have not made a donation since a particular date?
- How do I find people who have made a donation over a certain amount?
- Why is my report blank?
- Rosters
- VIDEO: Rosters
- Full Roster
- Adding a Roster
- Editing a Roster
- Searching for a Roster
- Deleting a Roster
- Adding Positions to a Roster
- Adding People to a Roster
- Emailing Rosters
- Downloading a Roster
- Notes on Individuals
- Notes on Events
- Availability
- Checking Availability before making a Roster
- Group Settings
- Volunteer Link
- Creating a Full Roster
- Quick Roster
- Forms
- Form Auto-Approval
- Adding a Form
- Editing a Form
- Copying a Form
- Deleting a Form
- VIDEO: Forms
- Form Fields
- About Form Fields
- Generic & Independent Fields Updated
- Repeating People Block - adding multiple people to a form
- Form Page Break
- People Fields
- Household or Organisation Fields
- Group Fields
- Finance Fields
- Payment Fields
- Adding Recurring Payments to a Form
- File Upload
- infoodle Unique ID
- Person Safe ID
- Stock Items on Forms
- Form Settings
- Email Response
- Publishing a Form
- Reporting a Form
- Example Forms
- Processing Form Entries
- How to Process Contacts during Form Approval
- Process Financial Form Entries
- Trigger Workflows via Forms
- Payment History
- Adding Data to a Form - Advanced Usage
- Rocketspark
- Altering the Design of a Form - CSS & Javascript
- Adding GA4 Tracking Code
- Clusters
- infoodle App
- infoodle App - Admin Configuration
- Enabling the infoodle App
- Configuring Your Home Page
- App Security
- Left Hand Navigation Menu
- The Directory
- VIDEO: infoodle App Training
- Launch Your App
- Review New Registrations
- Adding an infoodle form to the App
- Adding a Youtube Live Stream
- Adding an EzyStream podcast series
- A​​dding a Youtube Video
- Adding a Link to the Bible
- infoodle App - Using the app
- infoodle App - Admin Configuration
- Phone Access to infoodle
- Frequently Asked Questions
- Frequently Asked Questions
- I have signed up, now what do I do?
- How do I send you my data?
- How does infoodle store my data?
- How do I create a backup of my data?
- How does infoodle help with GDPR?
- How do I give someone a login?
- How do I give limited access to an Online Directory?
- How do I embed the infoodle login in our website?
- Failed Logins
- How does infoodle send emails?
- How do I unsubscribe someone?
- How do I remove someone from a mailing list?
- How do I remove someone from the database?
- How do I get rid of task reminders?
- How do I manage non-members?
- How do I print PDF documents?
- How do I add multiple addresses?
- Keyboard Usage
- How do I connect for an online training or demo session?
- Is infoodle PCI compliant?
- How does infoodle handle credit card fees?
- How do I find lapsed donors?
- How do I deal with In Memorial gifts?
- How do I find people who have not made a donation since a particular date?
- How do I find people who have made a donation over a certain amount?
- Tracking of Vaccinations (COVID)
- Accessibility for the visually impaired
- Definitions
- API
- Training Videos
- Full Training
- VIDEO: Introduction to infoodle: Basic Training
- VIDEO: Administrators Training
- VIDEO: Basic Administrator Training
- VIDEO: Groups - An In-Depth Training
- VIDEO: Email System Training
- VIDEO: Email Designer Training
- VIDEO: Email - Unsubscribe & Email Preferences
- VIDEO: Finance - Full Training
- VIDEO: Finance - Year End Receipting & Reporting Workshop
- VIDEO: Gift Aid
- VIDEO: Libraries, Files and Assets
- VIDEO: Live Event Manager Workshop
- VIDEO: Reports - From Basics to Advanced
- VIDEO: Rosters
- VIDEO: Forms
- VIDEO: Contact Types and Custom Views
- VIDEO: Workflows
- VIDEO: infoodle App Training
- Quick Tips
- Full Training