# infoodle > Knowledge base documentation for infoodle. ## v1 - [Getting Started with infoodle](https://help.infoodle.com/docs/get-started-with-infoodle.md) - [My Account](https://help.infoodle.com/docs/account.md) - [Changing my Login Details](https://help.infoodle.com/docs/changing-my-login-details.md) - [Two-Factor Authentication (2FA)](https://help.infoodle.com/docs/two-factor-authentication.md) - [Two-factor Authentication (2FA) and Shared infoodle Log-in](https://help.infoodle.com/docs/2fa-and-shared-log-in.md) - [Remove Two Factor Authentication (2FA) from a User](https://help.infoodle.com/docs/remove-two-factor-authentication-2fa-from-a-user.md) - [New or Lost Device - Transfer Two Factor Authentication (2FA) Codes](https://help.infoodle.com/docs/new-or-lost-device-transfer-two-factor-authentication-2fa-codes.md) - [Invalid Code - Two Factor Authentication](https://help.infoodle.com/docs/invalid-code-two-factor-authentication-1.md) - [The infoodle Menu](https://help.infoodle.com/docs/infoodle-menu.md) - [Default Data Fields](https://help.infoodle.com/docs/default-data-fields.md) - [Common Tasks in infoodle](https://help.infoodle.com/docs/common-tasks-in-infoodle.md) - [What is the Dashboard?](https://help.infoodle.com/docs/dashboard-1.md) - [Default Dashboards](https://help.infoodle.com/docs/default-dashboards.md) - [Adding a Widget](https://help.infoodle.com/docs/adding-a-widget.md) - [Editing or Moving a Widget](https://help.infoodle.com/docs/editing-or-moving-a-widget.md) - [Removing a Widget](https://help.infoodle.com/docs/removing-a-widget.md) - [The 'Groups' Widget](https://help.infoodle.com/docs/the-groups-widget.md) - [The 'To Do' Widget](https://help.infoodle.com/docs/the-to-do-widget.md) - [The 'Calendar' Widget](https://help.infoodle.com/docs/the-calendar-widget.md) - [The 'Roster Confirmations' Widget](https://help.infoodle.com/docs/the-roster-confirmations-widget.md) - [The 'Birthday' Widget](https://help.infoodle.com/docs/the-birthday-widget.md) - [The 'Custom Field Anniversary' Widget](https://help.infoodle.com/docs/the-custom-field-anniversary-widget.md) - [The 'Queues' Widget](https://help.infoodle.com/docs/the-queues-widget.md) - [The 'Added People' Widget](https://help.infoodle.com/docs/the-added-people-widget.md) - [The 'Recent Notes' Widget](https://help.infoodle.com/docs/the-recent-notes-widget.md) - [The 'Finance' Widget](https://help.infoodle.com/docs/the-finance-widget.md) - [The 'Work Queues' Widget](https://help.infoodle.com/docs/the-work-queues-widget.md) - [The 'Recent Form Entries' Widget](https://help.infoodle.com/docs/the-recent-form-entries-widget.md) - [The 'Forms' Widget](https://help.infoodle.com/docs/the-forms-widget.md) - [2026](https://help.infoodle.com/docs/2026.md) - [2025](https://help.infoodle.com/docs/2025.md) - [2024](https://help.infoodle.com/docs/2024.md) - [2023](https://help.infoodle.com/docs/2023.md) - [2022](https://help.infoodle.com/docs/updates-to-infoodle-1.md) - [2021](https://help.infoodle.com/docs/updates-to-infoodle.md) - [2020](https://help.infoodle.com/docs/2020.md) - [VIDEO: Introduction to infoodle: Basic Training](https://help.infoodle.com/docs/video-introduction-to-infoodle-basic-training.md) - [VIDEO: Basic Administrators Training](https://help.infoodle.com/docs/video-administrators-training.md) - [Getting Started as a Database Administrator](https://help.infoodle.com/docs/administrator-getting-started.md) - [Packages and Views](https://help.infoodle.com/docs/packages-and-views.md) - [Billing - changing users or features](https://help.infoodle.com/docs/billing-changing-users-or-features.md) - [Upgrade My Plan](https://help.infoodle.com/docs/upgrade-my-plan.md) - [Profile Layout](https://help.infoodle.com/docs/profile-layout.md) - [School Year](https://help.infoodle.com/docs/school-year.md) - [Two-Factor Authentication (2FA)](https://help.infoodle.com/docs/two-factor-authentication-1.md) - [Two-factor Authentication (2FA) and Shared infoodle Log-in](https://help.infoodle.com/docs/two-factor-authentication-2fa-and-shared-infoodle-log-in.md) - [Remove Two Factor Authentication (2FA) from a User](https://help.infoodle.com/docs/remove-two-factor-authentication-2fa-from-a-user-1.md) - [New or Lost Device - Transfer Two Factor Authentication (2FA) Codes](https://help.infoodle.com/docs/new-or-lost-device-transfer-two-factor-authentication-2fa-codes-1.md) - [Invalid Code - Two Factor Authentication](https://help.infoodle.com/docs/invalid-code-two-factor-authentication.md) - [Site Statistics](https://help.infoodle.com/docs/site-statistics.md) - [Identifying Duplicate Contacts](https://help.infoodle.com/docs/identifying-duplicate-contacts.md) - [What are Roles?](https://help.infoodle.com/docs/what-are-roles.md) - [About Permission Roles](https://help.infoodle.com/docs/permissions.md) - [Adding a New Role](https://help.infoodle.com/docs/adding-a-new-role.md) - [Editing a Role](https://help.infoodle.com/docs/editing-a-role.md) - [Testing Roles](https://help.infoodle.com/docs/testing-roles.md) - [Assigning a User a Role & Login](https://help.infoodle.com/docs/assigning-a-user-a-role.md): Assigning and Issuing of Roles and Logins for the infoodle CRM system - [Changing a Person's Role](https://help.infoodle.com/docs/changing-a-persons-role.md) - [Disabling a User's Login](https://help.infoodle.com/docs/disabling-a-login.md) - [Copying an Existing Role](https://help.infoodle.com/docs/copying-an-existing-role.md) - [Deleting a Role](https://help.infoodle.com/docs/deleting-a-role.md) - [Sending Logins](https://help.infoodle.com/docs/sending-logins.md) - [About Role Information Details](https://help.infoodle.com/docs/role-information-details.md) - [Role Permission Examples](https://help.infoodle.com/docs/role-permission-examples.md) - [People Permissions](https://help.infoodle.com/docs/people-permissions.md) - [Groups and Cluster Permissions](https://help.infoodle.com/docs/groups-and-clusters-permissions.md) - [Contact Permissions](https://help.infoodle.com/docs/contact-permissions.md) - [Administrator Permissions](https://help.infoodle.com/docs/administrator-permissions.md) - [Events Permissions](https://help.infoodle.com/docs/events-permissions.md) - [Library, Files & Assets Permissions](https://help.infoodle.com/docs/docs-permissions.md) - [Finance Permissions](https://help.infoodle.com/docs/finance-permissions.md) - [Reports, Forms & Workflow Permissions](https://help.infoodle.com/docs/reports-forms-workflow-permissions.md) - [Online Directory Role](https://help.infoodle.com/docs/online-directory-role.md) - [Login Settings](https://help.infoodle.com/docs/role-settings.md) - [Managing Inactive Logins](https://help.infoodle.com/docs/managing-inactive-logins.md) - [Field-Level Permissions](https://help.infoodle.com/docs/field-level-permissions.md) - [Configure Dashboards for a Role](https://help.infoodle.com/docs/configure-dashboards-for-a-role.md) - [Migrating from Other Systems](https://help.infoodle.com/docs/migrating-from-other-systems.md) - [System Set up](https://help.infoodle.com/docs/system-setup.md) - [Site Settings](https://help.infoodle.com/docs/site-settings.md) - [Adding Your Logo](https://help.infoodle.com/docs/adding-your-logo.md) - [Email Settings](https://help.infoodle.com/docs/email-settings.md) - [Text & Phone Settings](https://help.infoodle.com/docs/text-phone-settings.md) - [Text Anywhere Settings](https://help.infoodle.com/docs/text-anywhere-settings.md) - [Twilio Settings](https://help.infoodle.com/docs/twilio-settings.md) - [Letters Setup](https://help.infoodle.com/docs/letters-setup.md) - [People Settings](https://help.infoodle.com/docs/people-settings.md) - [Time & Date Settings](https://help.infoodle.com/docs/time-date-settings.md) - [Finance Settings](https://help.infoodle.com/docs/finance-settings.md) - [How to connect to Xero](https://help.infoodle.com/docs/how-to-connect-to-xero-1.md) - [Mailchimp Setup](https://help.infoodle.com/docs/mailchimp-setup.md) - [Mailchimp Lists](https://help.infoodle.com/docs/mailchimp-lists.md) - [Receiving Data from Mailchimp](https://help.infoodle.com/docs/receiving-data-from-mailchimp.md) - [Library Kiosk](https://help.infoodle.com/docs/library-kiosk-1.md) - [Sensitive Words](https://help.infoodle.com/docs/sensitive-words.md) - [Adding Payment Gateways](https://help.infoodle.com/docs/adding-payment-gateways.md) - [Adding non-credit card methods](https://help.infoodle.com/docs/adding-non-credit-card-methods.md) - [Adding Label Formats](https://help.infoodle.com/docs/adding-label-formats.md) - [Editing Label Formats](https://help.infoodle.com/docs/editing-label-formats.md) - [Deleting Label Formats](https://help.infoodle.com/docs/deleting-label-formats.md) - [More Info on Label Formats ](https://help.infoodle.com/docs/more-info-on-label-formats.md) - [Custom Fields](https://help.infoodle.com/docs/custom-fields-1.md) - [How to Add a Custom Field](https://help.infoodle.com/docs/how-to-add-a-custom-field.md) - [How to Edit and Delete Custom Fields](https://help.infoodle.com/docs/edit-delete-custom-fields.md) - [Custom Fields: Configurations](https://help.infoodle.com/docs/configurations.md) - [Custom Fields: People](https://help.infoodle.com/docs/custom-fields-people.md) - [Manage Tabs](https://help.infoodle.com/docs/manage-tabs.md) - [Manage Fields: People](https://help.infoodle.com/docs/manage-fields-people.md) - [Sort Header Fields](https://help.infoodle.com/docs/sort-header-fields.md) - [Manage Views](https://help.infoodle.com/docs/manage-views.md) - [Adding a Gender Identify Field](https://help.infoodle.com/docs/adding-a-gender-identify-field.md) - [Custom Field Types](https://help.infoodle.com/docs/custom-field-types.md) - [Custom Fields: Household](https://help.infoodle.com/docs/custom-fields-household.md) - [Manage Fields: Household](https://help.infoodle.com/docs/manage-fields-household.md) - [Sort Household Fields List](https://help.infoodle.com/docs/sort-household-fields-list.md) - [Household Block Field](https://help.infoodle.com/docs/household-block-field.md) - [Custom Fields: Groups](https://help.infoodle.com/docs/custom-fields-groups.md) - [Manage Fields: Groups](https://help.infoodle.com/docs/manage-fields-groups.md) - [Custom Fields: Connections](https://help.infoodle.com/docs/custom-fields-connections.md) - [Field Options](https://help.infoodle.com/docs/field-options.md) - [VIDEO: Contact Types and Custom Views](https://help.infoodle.com/docs/video-contact-types-and-custom-views-1.md) - [About Workflows](https://help.infoodle.com/docs/about-workflows.md) - [Bulk Archiving](https://help.infoodle.com/docs/bulk-archiving-1.md) - [Adding a Workflow](https://help.infoodle.com/docs/adding-a-workflow.md) - [Workflow Triggers](https://help.infoodle.com/docs/workflow-triggers.md) - [Triggering on Dates](https://help.infoodle.com/docs/triggering-on-dates.md) - [Trigger Workflows via Forms](https://help.infoodle.com/docs/trigger-workflows-via-forms.md) - [Workflow Steps](https://help.infoodle.com/docs/workflow-steps.md) - [Conditional Workflow Steps](https://help.infoodle.com/docs/conditional-workflow-steps.md) - [VIDEO: Workflows](https://help.infoodle.com/docs/video-workflows.md) - [Editing a Workflow](https://help.infoodle.com/docs/editing-a-workflow.md) - [Deleting a Workflow](https://help.infoodle.com/docs/deleting-a-workflow.md) - [Workflow Timeline](https://help.infoodle.com/docs/workflow-timeline.md) - [Examples of Workflows](https://help.infoodle.com/docs/examples-of-workflows.md) - [Work Queues](https://help.infoodle.com/docs/work-queues.md) - [Creating a Work Queue](https://help.infoodle.com/docs/creating-a-work-queue.md) - [Adding People to a Work Queue](https://help.infoodle.com/docs/adding-people-to-a-work-queue.md) - [Creating New Tag Headers](https://help.infoodle.com/docs/creating-new-tag-headers.md) - [Creating New Tags](https://help.infoodle.com/docs/creating-new-tags.md) - [Adding Tags to People Records](https://help.infoodle.com/docs/adding-tags-to-people-records.md) - [Adding Tags to Events](https://help.infoodle.com/docs/adding-tags-to-events.md) - [Adding Tags to Forms](https://help.infoodle.com/docs/adding-tags-to-forms.md) - [Longitude/Latitude](https://help.infoodle.com/docs/longitude-latitude.md) - [Default Data Fields](https://help.infoodle.com/docs/default-data-fields-1.md) - [Preparing Import Data](https://help.infoodle.com/docs/preparing-import-data.md) - [Country Codes](https://help.infoodle.com/docs/country-codes.md) - [Person/Contact Identifiers](https://help.infoodle.com/docs/personcontact-identifiers.md) - [Household/Organisation Identifiers](https://help.infoodle.com/docs/householdorganisation-identifiers.md) - [Starting your Import](https://help.infoodle.com/docs/starting-your-import.md) - [Configuring Data Fields](https://help.infoodle.com/docs/configuring-data-fields.md) - [Configuring Import Settings](https://help.infoodle.com/docs/configuring-import-settings.md) - [Check and Run the Import](https://help.infoodle.com/docs/check-and-run-the-import.md) - [Importing Notes](https://help.infoodle.com/docs/importing-notes.md) - [Importing Connections](https://help.infoodle.com/docs/importing-connections.md) - [Importing Pledges](https://help.infoodle.com/docs/importing-pledges.md) - [Importing Gift Aid Approvals](https://help.infoodle.com/docs/importing-gift-aid-approvals.md) - [Saving your data file using the UTF-8 Character Set](https://help.infoodle.com/docs/saving-your-data-file-using-the-utf-8-character-set.md) - [COVID Configuration](https://help.infoodle.com/docs/covid-configuration.md) - [Configuration Options](https://help.infoodle.com/docs/configuration-options.md) - [Options Checklist](https://help.infoodle.com/docs/options-checklist.md) - [Setting the My Vaccine Pass Required status of an event](https://help.infoodle.com/docs/setting-the-my-vaccine-pass-required-status-of-an-event.md) - [Showing Events as ‘My Vaccine Pass Required’ or Not on the Web](https://help.infoodle.com/docs/showing-events-as-pass-required-on-the-web.md) - [Showing Events as ‘My Vaccine Pass Required’ or Not on the App](https://help.infoodle.com/docs/showing-events-as-pass-required-on-the-app.md) - [Capturing Pass Expiry Dates](https://help.infoodle.com/docs/capturing-pass-expiry-dates.md) - [Running a ‘My Vaccine Pass’ Required Event](https://help.infoodle.com/docs/running-a-pass-required-event.md) - [Scanning My Vaccine Pass](https://help.infoodle.com/docs/scanning-my-vaccine-pass.md) - [Adding Covid Pass Expiry Dates to Check-in and App](https://help.infoodle.com/docs/adding-covid-pass-expiry-dates.md) - [What are List Views?](https://help.infoodle.com/docs/list-view-how-to-use.md) - [Adding a Person](https://help.infoodle.com/docs/adding-a-person.md) - [Editing a Person](https://help.infoodle.com/docs/editing-a-person.md) - [Searching for a Person](https://help.infoodle.com/docs/searching-for-a-person.md) - [Archiving a Person](https://help.infoodle.com/docs/archiving-a-person.md) - [SA2 and GCH Coding](https://help.infoodle.com/docs/sa2-and-gch-coding.md) - [Bulk Archiving](https://help.infoodle.com/docs/bulk-archiving.md) - [Managing Archived Contacts](https://help.infoodle.com/docs/managing-archived-contacts.md) - [Deleting a Person](https://help.infoodle.com/docs/deleting-a-person.md) - [Converting an Organisation to a Person Contact or Vice Versa](https://help.infoodle.com/docs/converting-an-organisation-to-a-person-contact-or-vice-versa.md) - [Exporting a Person's Details](https://help.infoodle.com/docs/exporting-a-persons-details.md) - [People Function Menu](https://help.infoodle.com/docs/people-function-menu.md) - [Show Graph](https://help.infoodle.com/docs/show-graph.md) - [Reporting a Person's Details](https://help.infoodle.com/docs/reporting-a-persons-details.md) - [Volunteer Hours Report](https://help.infoodle.com/docs/volunteer-hours-report.md) - [Roster Report](https://help.infoodle.com/docs/roster-report.md) - [Forms Tab](https://help.infoodle.com/docs/forms-tab.md) - [One Person in Multiple Households/Organisations](https://help.infoodle.com/docs/one-person-in-multiple-households-or-organisations.md) - [People and Advanced Search](https://help.infoodle.com/docs/people-and-advanced-search.md) - [Adding a Person to a Group](https://help.infoodle.com/docs/adding-a-person-to-a-group.md) - [Appointments](https://help.infoodle.com/docs/appointments.md) - [Birthdays](https://help.infoodle.com/docs/birthdays.md) - [Guardians](https://help.infoodle.com/docs/guardians.md) - [Adding or Changing an Address](https://help.infoodle.com/docs/adding-or-changing-an-address-1.md) - [Editing a Household Name](https://help.infoodle.com/docs/editing-a-household-name.md) - [Moving to Another Household/Organisation](https://help.infoodle.com/docs/move-to-another-household-or-organisation.md) - [Placing in Own Household/Organisation](https://help.infoodle.com/docs/place-in-own-household-or-organisation.md) - [Adding to Additional Household/Organisation](https://help.infoodle.com/docs/add-to-additional-household-or-organisation.md) - [Private and Visible Settings](https://help.infoodle.com/docs/private-and-visible-settings.md) - [Labels](https://help.infoodle.com/docs/labels.md) - [Email Purpose](https://help.infoodle.com/docs/email-purpose.md) - [Adding a Photo](https://help.infoodle.com/docs/photos.md) - [Using Your Device's Camera](https://help.infoodle.com/docs/using-your-devices-camera.md) - [Email status](https://help.infoodle.com/docs/email-status.md) - [Person Audit Trail](https://help.infoodle.com/docs/person-audit-trail.md) - [Adding a File or Folder](https://help.infoodle.com/docs/adding-a-file-or-folder.md) - [Searching for a File](https://help.infoodle.com/docs/searching-for-a-file.md) - [Editing Files or Folders](https://help.infoodle.com/docs/editing-files-or-folders.md) - [Deleting a File or Folder](https://help.infoodle.com/docs/deleting-a-file-or-folder.md) - [VIDEO: Libraries, Files and Assets](https://help.infoodle.com/docs/video-libraries-files-and-assets.md) - [Confirmed Contact Details](https://help.infoodle.com/docs/confirmed-contact-details.md) - [What is an organisation contact](https://help.infoodle.com/docs/what-is-an-organisation-contact.md) - [Processing a Deceased Person Profile](https://help.infoodle.com/docs/processing-a-deceased-person-profile.md) - [Adding a Note](https://help.infoodle.com/docs/adding-a-note.md) - [Editing a Note](https://help.infoodle.com/docs/editing-a-note.md) - [Deleting a Note](https://help.infoodle.com/docs/deleting-a-note.md) - [Exporting Notes](https://help.infoodle.com/docs/exporting-notes.md) - [Searching for a Note](https://help.infoodle.com/docs/searching-for-a-note.md) - [Reporting on Notes](https://help.infoodle.com/docs/reporting-on-notes.md) - [Adding a To Do](https://help.infoodle.com/docs/adding-a-to-do.md) - [Editing a To Do](https://help.infoodle.com/docs/edit-a-to-do.md) - [Completing a To Do](https://help.infoodle.com/docs/completing-a-to-do.md) - [Task Reminders](https://help.infoodle.com/docs/task-reminders.md) - [Adding a Household/Organisation](https://help.infoodle.com/docs/adding-a-householdorganisation.md) - [Editing a Household/Organisation](https://help.infoodle.com/docs/editing-a-householdorganisation.md) - [Searching for a Household/Organisation](https://help.infoodle.com/docs/searching-for-a-householdorganisation.md) - [Deleting a Household](https://help.infoodle.com/docs/deleting-a-household.md) - [Reporting a Household/Organisation's Details](https://help.infoodle.com/docs/reporting-a-householdorganisations-details.md) - [Exporting a Household/Organisation's details](https://help.infoodle.com/docs/exporting-a-householdorganisations-details.md) - [Households/Organisations and Advanced Search](https://help.infoodle.com/docs/households-organisations-and-advanced-search.md) - [How infoodle Calculates a Household/Organisation](https://help.infoodle.com/docs/how-infoodle-calculates-a-householdorganisation.md) - [How People Are Ordered in a Household/Organisation](https://help.infoodle.com/docs/how-people-are-ordered-in-a-householdorganisation.md) - [Moving a Household/Organisation to a new address](https://help.infoodle.com/docs/moving-a-householdorganisation-to-a-new-address.md) - [Splitting or Combining Households/Organisations](https://help.infoodle.com/docs/splitting-or-combining-householdsorganisations.md) - [Adding a Person to a Household/Organisation](https://help.infoodle.com/docs/adding-a-person-to-a-householdorganisation.md) - [How infoodle Contacts a Household/Organisation](https://help.infoodle.com/docs/how-infoodle-contacts-a-householdorganisation.md) - [Organisation View](https://help.infoodle.com/docs/organisation-view.md) - [About Groups](https://help.infoodle.com/docs/about-groups.md) - [VIDEO: Groups - An In-Depth Training](https://help.infoodle.com/docs/3-groups-an-in-depth-training-1.md) - [Adding a Group](https://help.infoodle.com/docs/adding-a-group.md) - [Subgroups](https://help.infoodle.com/docs/subgroups.md) - [Editing a Group](https://help.infoodle.com/docs/editing-a-group.md) - [Deleting a Group](https://help.infoodle.com/docs/deleting-a-group.md) - [Adding a Person to a Group](https://help.infoodle.com/docs/adding-a-person-to-a-group-1.md) - [Removing a Person from a Group](https://help.infoodle.com/docs/removing-a-person-from-a-group.md) - [Group Permissions](https://help.infoodle.com/docs/group-permissions.md) - [Searching for a Group](https://help.infoodle.com/docs/searching-for-a-group.md) - [Moving Groups](https://help.infoodle.com/docs/moving-groups.md) - [Moving Members of a Group to a New Group](https://help.infoodle.com/docs/moving-members-of-a-group-to-a-new-group.md) - [Group Settings](https://help.infoodle.com/docs/group-settings.md) - [Reporting a Group's Details](https://help.infoodle.com/docs/reporting-a-groups-details.md) - [Group Types](https://help.infoodle.com/docs/group-types.md) - [Creating Group Types](https://help.infoodle.com/docs/creating-group-types.md) - [Editing Group Types](https://help.infoodle.com/docs/editing-group-types.md) - [Deleting a Group Type](https://help.infoodle.com/docs/deleting-a-group-type.md) - [Managing Group Fields](https://help.infoodle.com/docs/managing-group-fields.md) - [Exporting Group and Subgroup Details](https://help.infoodle.com/docs/exporting-group-and-subgroup-details.md) - [Groups and Advanced Search](https://help.infoodle.com/docs/groups-and-advanced-search.md) - [Hibernating and Expiring a Group](https://help.infoodle.com/docs/hibernating-and-expiring-a-group.md) - [Locked/Admin Groups](https://help.infoodle.com/docs/lockedadmin-groups.md) - [Group Functions](https://help.infoodle.com/docs/group-function.md) - [Team Skills](https://help.infoodle.com/docs/team-skills.md) - [Group Tasks](https://help.infoodle.com/docs/group-tasks.md) - [Group Content](https://help.infoodle.com/docs/group-content.md) - [Group Attendance](https://help.infoodle.com/docs/group-attendance.md) - [Bulk Group Changes](https://help.infoodle.com/docs/bulk-group-changes.md) - [Sync Groups](https://help.infoodle.com/docs/sync-groups.md) - [Group Custom Fields](https://help.infoodle.com/docs/group-custom-fields.md) - [Adding Volunteer Hours](https://help.infoodle.com/docs/adding-volunteer-hours.md) - [Editing Recorded Volunteer Hours](https://help.infoodle.com/docs/editing-recorded-volunteer-hours.md) - [Deleting Volunteer Hours](https://help.infoodle.com/docs/delete-volunteer-hours.md) - [Reporting Volunteer Hours](https://help.infoodle.com/docs/reporting-volunteer-hours.md) - [Addressing a Combined Household Using Personalisations](https://help.infoodle.com/docs/addressing-a-combined-household-using-personalisations.md) - [VIDEO: Email System Training](https://help.infoodle.com/docs/video-email-system-training.md) - [Getting Started with infoodle Email](https://help.infoodle.com/docs/getting-started-with-infoodle-email.md) - [Email Contact](https://help.infoodle.com/docs/email-contact.md) - [Who will receive this email](https://help.infoodle.com/docs/who-will-receive-this-email.md) - [Email Methods](https://help.infoodle.com/docs/email-methods.md) - [Using Basic Email](https://help.infoodle.com/docs/using-basic-email.md) - [Additional Email Settings](https://help.infoodle.com/docs/basic-email-additional-settings.md) - [Using Email Designer](https://help.infoodle.com/docs/using-email-designer.md) - [Designer - Additional Email Settings](https://help.infoodle.com/docs/email-designer-additional-settings.md) - [Video Content in Designer](https://help.infoodle.com/docs/video-content-in-designer.md) - [Designer emails - saving for use elsewhere](https://help.infoodle.com/docs/designer-emails-saving-for-use-elsewhere.md) - [infoodle Inbox](https://help.infoodle.com/docs/infoodle-inbox-1.md) - [Configuring your infoodle Email](https://help.infoodle.com/docs/configuring-your-infoodle-email.md) - [Selecting Email Recipients](https://help.infoodle.com/docs/recipient-list.md) - [Recipient List Options](https://help.infoodle.com/docs/recipient-list-details.md) - [To/BCC and CC](https://help.infoodle.com/docs/tobcc-and-cc.md) - [Recipient List Show or Hide](https://help.infoodle.com/docs/recipient-list-show-or-hide.md) - [Remove Duplicate Emails](https://help.infoodle.com/docs/remove-duplicate-emails.md) - [One Email Per Household/Organisation](https://help.infoodle.com/docs/one-email-per-householdorganisation.md) - [Managing Email](https://help.infoodle.com/docs/managing-email-1.md) - [Sent and Scheduled](https://help.infoodle.com/docs/sent-and-scheduled.md) - [Email Report](https://help.infoodle.com/docs/email-report.md) - [Inbox Settings](https://help.infoodle.com/docs/inbox-settings.md) - [Email Signatures](https://help.infoodle.com/docs/email-signatures.md) - [Tracking Emails](https://help.infoodle.com/docs/tracking-emails.md) - [Resending Email](https://help.infoodle.com/docs/resending-email.md) - [Getting Emails Through](https://help.infoodle.com/docs/getting-emails-through.md) - [Failed Emails](https://help.infoodle.com/docs/failed-emails-1.md) - [Error Handling](https://help.infoodle.com/docs/error-handling.md) - [Email Error Messages](https://help.infoodle.com/docs/email-error-messages.md) - [Unsubscribe and Email Preferences](https://help.infoodle.com/docs/unsubscribe-and-email-preferences.md) - [VIDEO: Email - Unsubscribe & Email Preferences](https://help.infoodle.com/docs/video-email-unsubscribe-email-preferences.md) - [Managing Unsubscribe and Email Preferences](https://help.infoodle.com/docs/managing-unsubscribe-and-email-preferences.md) - [Subscribe & Unsubscribe Workflows](https://help.infoodle.com/docs/subscribe-unsubscribe-workflows.md) - [Manual Email Unsubscribe](https://help.infoodle.com/docs/manual-email-unsubscribe.md) - [Removing a Person From a Mailing List](https://help.infoodle.com/docs/removing-a-person-from-a-mailing-list.md) - [Mail Types](https://help.infoodle.com/docs/mail-types.md) - [Managing Mail Types](https://help.infoodle.com/docs/managing-mail-types.md) - [Sending and Receiving Email](https://help.infoodle.com/docs/sending-and-receiving-emails.md) - [Subscribe & Unsubscribe Workflows](https://help.infoodle.com/docs/subscribe-unsubscribe-workflows-1.md) - [infoodle and Mailchimp](https://help.infoodle.com/docs/infoodle-and-mailchimp-1.md) - [Mailchimp Setup](https://help.infoodle.com/docs/mailchimp-setup-1.md) - [Mailchimp Lists](https://help.infoodle.com/docs/mailchimp-lists-1.md) - [Receiving Data from Mailchimp](https://help.infoodle.com/docs/receiving-data-from-mailchimp-1.md) - [Update Mailchimp from infoodle](https://help.infoodle.com/docs/update-mailchimp-from-infoodle.md) - [Mailchimp Templates](https://help.infoodle.com/docs/mailchimp-templates.md) - [Add Template to Mailchimp Campaign](https://help.infoodle.com/docs/add-template-to-mailchimp-campaign.md) - [Using Mailchimp Templates as Email Designs](https://help.infoodle.com/docs/using-mailchimp-templates-as-email-designs.md) - [Verifying Email Domains](https://help.infoodle.com/docs/verifying-email-domains.md) - [cPanel](https://help.infoodle.com/docs/cpanel.md) - [Email Templates](https://help.infoodle.com/docs/email-templates-1.md) - [Using Email Templates](https://help.infoodle.com/docs/using-email-templates.md) - [Managing Email Templates](https://help.infoodle.com/docs/managing-email-templates.md) - [Sharing a template](https://help.infoodle.com/docs/sharing-a-template.md) - [Receiving a shared template](https://help.infoodle.com/docs/receiving-a-shared-template.md) - [Inserting a Link in an Email](https://help.infoodle.com/docs/inserting-a-link.md) - [Email Merge Tags](https://help.infoodle.com/docs/email-merge-tags-1.md) - [Using Merge Tags in Basic Email](https://help.infoodle.com/docs/using-merge-tags-in-basic-email.md) - [Using Merge Tags in the Email Designer](https://help.infoodle.com/docs/using-merge-tags-in-the-email-designer.md) - [Why Did My Email Fail?](https://help.infoodle.com/docs/failed-email.md) - [What Is "On Behalf of" ?](https://help.infoodle.com/docs/what-is-on-behalf-of.md) - [App Notifications](https://help.infoodle.com/docs/app-notifications.md) - [Contact by Letter](https://help.infoodle.com/docs/contact-by-letter.md) - [Preparing to Generate a Letter or Document](https://help.infoodle.com/docs/preparing-to-generate-a-letter-or-document.md) - [Email or text from an individual's profile page](https://help.infoodle.com/docs/email-or-text-from-an-individuals-profile-page.md) - [Tracking Texts Sent](https://help.infoodle.com/docs/tracking-texts-sent.md) - [Contact by Text](https://help.infoodle.com/docs/contact-by-text.md) - [Sending Text Messages](https://help.infoodle.com/docs/sending-text-messages.md) - [Searching Texts Sent](https://help.infoodle.com/docs/searching-texts-sent.md) - [Email or text from the group's pages](https://help.infoodle.com/docs/email-or-text-from-the-groups-pages.md) - [Searching the History Tab](https://help.infoodle.com/docs/searching-the-history-tab.md) - [Contacting a Person/Organisation](https://help.infoodle.com/docs/contacting-a-person-or-organisation.md) - [Producing Labels](https://help.infoodle.com/docs/producing-labels.md) - [Printing Labels](https://help.infoodle.com/docs/printing-labels.md) - [Searching and Reusing Labels](https://help.infoodle.com/docs/searching-and-reusing-labels.md) - [Finance Tab](https://help.infoodle.com/docs/finance-tab.md) - [Moving Transactions](https://help.infoodle.com/docs/moving-transactions-1.md) - [Adding a Pledge](https://help.infoodle.com/docs/adding-a-pledge-1.md) - [Editing a pledge](https://help.infoodle.com/docs/editing-a-pledge-1.md) - [Cancelling a Pledge](https://help.infoodle.com/docs/cancelling-a-pledge-1.md) - [Deleting a pledge](https://help.infoodle.com/docs/deleting-a-pledge-1.md) - [Recurring donor analysis](https://help.infoodle.com/docs/recurring-donor-analysis-1.md) - [Gift Aid Approval](https://help.infoodle.com/docs/gift-aid-approval-1.md) - [About Finance](https://help.infoodle.com/docs/about-finance.md) - [Getting Started with Finance](https://help.infoodle.com/docs/getting-started-finance.md) - [Finance Terms](https://help.infoodle.com/docs/finance-terms.md) - [VIDEO: Finance - Full Training](https://help.infoodle.com/docs/video-finance-full-training.md) - [Bank Accounts](https://help.infoodle.com/docs/bank-accounts.md) - [Steps to Entering Data](https://help.infoodle.com/docs/entering-data.md) - [Managing Grants](https://help.infoodle.com/docs/managing-grants.md) - [Recognising Income](https://help.infoodle.com/docs/recognising-income.md) - [Year End Checklist](https://help.infoodle.com/docs/year-end.md) - [Adding account codes](https://help.infoodle.com/docs/adding-account-codes.md) - [Editing account codes](https://help.infoodle.com/docs/editing-account-codes.md) - [Deleting account codes](https://help.infoodle.com/docs/deleting-account-codes.md) - [Setting up Codes for Finance](https://help.infoodle.com/docs/setting-up-codes-for-finance.md) - [Adding Individual Transactions](https://help.infoodle.com/docs/adding-individual-transactions.md) - [Adding Bulk Transactions](https://help.infoodle.com/docs/adding-bulk-transactions.md) - [Adding a Collection of Transactions](https://help.infoodle.com/docs/adding-a-collection-of-transactions.md) - [Adding "In Kind" Transactions](https://help.infoodle.com/docs/adding-in-kind-transactions.md) - [Editing a Transaction](https://help.infoodle.com/docs/editing-a-transaction.md) - [Deleting a Transaction](https://help.infoodle.com/docs/deleting-a-transaction.md) - [Splitting Transactions](https://help.infoodle.com/docs/splitting-transactions.md) - [Showing Transactions](https://help.infoodle.com/docs/show-transactions.md) - [Searching for a transaction or transaction status](https://help.infoodle.com/docs/searching-for-a-transaction-or-transaction-status.md) - [Moving Transactions](https://help.infoodle.com/docs/moving-transactions.md) - [Transaction Details](https://help.infoodle.com/docs/transaction-details.md) - [Adding a Batch ](https://help.infoodle.com/docs/adding-a-batch.md) - [Editing a Batch](https://help.infoodle.com/docs/editing-a-batch.md) - [Renaming a Batch](https://help.infoodle.com/docs/renaming-a-batch.md) - [Closed Batches](https://help.infoodle.com/docs/closed-batches.md) - [Xero Journals](https://help.infoodle.com/docs/xero-journals.md) - [Reconciling Transactions](https://help.infoodle.com/docs/reconciling-transactions.md) - [Reconcile all batch transactions](https://help.infoodle.com/docs/reconcile-all-batch-transactions.md) - [Auto Reconcile](https://help.infoodle.com/docs/auto-reconcile.md) - [Reconciling Ezidebit Transactions](https://help.infoodle.com/docs/reconciling-ezidebit-transactions.md) - [Reconciling Against Forms](https://help.infoodle.com/docs/reconciling-against-forms.md) - [Reconciling Against Pledges](https://help.infoodle.com/docs/reconciling-against-pledges.md) - [How does infoodle handle credit card fees?](https://help.infoodle.com/docs/how-does-infoodle-handle-credit-card-fees.md) - [Finance Reports](https://help.infoodle.com/docs/finance-reports.md) - [Batch Reports](https://help.infoodle.com/docs/batch-reports.md) - [People Finance Reports](https://help.infoodle.com/docs/people-finance-reports.md) - [Bank Statement Import](https://help.infoodle.com/docs/bank-statement-import.md) - [Lapsed Donors](https://help.infoodle.com/docs/lapsed-donors.md) - [How to Handle Anonymous Donations](https://help.infoodle.com/docs/how-to-handle-anonymous-donations.md) - [Xero Tracking Categories](https://help.infoodle.com/docs/xero-tracking-categories-2.md) - [Who Needs Statements?](https://help.infoodle.com/docs/who-needs-statements.md) - [Donor and Income Statement Filenames](https://help.infoodle.com/docs/donor-income-statement-filenames.md) - [Generating Statements](https://help.infoodle.com/docs/generating-statements.md) - [Statement Templates](https://help.infoodle.com/docs/statement-templates.md) - [Adding a Receipt or Statement Template Design](https://help.infoodle.com/docs/adding-a-receipt-or-statement-template-design.md) - [Editing a Receipt or Statement Template Design](https://help.infoodle.com/docs/editing-a-receipt-or-statement-template-design.md) - [Adding a Receipt or Statement Template](https://help.infoodle.com/docs/adding-a-receipt-or-statement-template.md) - [Archiving a Receipt or Statement Template](https://help.infoodle.com/docs/archiving-a-receipt-or-statement-template-1.md) - [Donor Statement Personalisations](https://help.infoodle.com/docs/statement-personalisations.md) - [Income Statement Personalisations](https://help.infoodle.com/docs/income-statement-personalisations.md) - [Searching for a Receipt or Statement Template](https://help.infoodle.com/docs/searching-for-a-receipt-or-statement-template-2.md) - [Editing a Receipt or Statement Template](https://help.infoodle.com/docs/editing-a-receipt-or-statement-template.md) - [Deleting a Statement Template](https://help.infoodle.com/docs/deleting-a-statement-template.md) - [Bulk Updating Designs](https://help.infoodle.com/docs/bulk-updating-designs-1.md) - [Checks Prior to Receipting](https://help.infoodle.com/docs/checks-prior-to-receipting.md) - [When to Receipt?](https://help.infoodle.com/docs/when-to-receipt.md) - [What Needs Receipting?](https://help.infoodle.com/docs/what-needs-receipting.md) - [Adding a One-off Receipt](https://help.infoodle.com/docs/adding-a-one-off-receipt.md) - [Generating Receipts](https://help.infoodle.com/docs/generating-receipts.md) - [Deleting a Receipt](https://help.infoodle.com/docs/deleting-a-receipt.md) - [Adding a Receipt or Statement Template Design](https://help.infoodle.com/docs/adding-a-receipt-template-design.md) - [Editing a Receipt or Statement Template Design](https://help.infoodle.com/docs/editing-a-receipt-template-design.md) - [Taxable and Non-Taxable Receipt Details](https://help.infoodle.com/docs/taxable-and-non-taxable-receipts.md) - [Adding a Receipt or Statement Template](https://help.infoodle.com/docs/adding-a-receipt-template.md) - [Searching for a Receipt or Statement Template](https://help.infoodle.com/docs/searching-for-a-receipt-or-statement-template.md) - [Editing a Receipt or Statement Template](https://help.infoodle.com/docs/editing-a-receipt-template.md) - [Duplicate a Receipt or Statement Template](https://help.infoodle.com/docs/duplicate-receipt-or-statement-template.md) - [Deleting a Receipt or Statement Template](https://help.infoodle.com/docs/deleting-a-receipt-template.md) - [Archiving a Receipt or Statement Template](https://help.infoodle.com/docs/archiving-a-receipt-or-statement-template.md) - [Finding Archived Receipt or Statement Templates](https://help.infoodle.com/docs/finding-archived-receipt-or-statement-templates.md) - [Receipt Template Personalisations](https://help.infoodle.com/docs/receipt-template-personalisations.md) - [Receipt Template Examples](https://help.infoodle.com/docs/receipt-template-examples.md) - [Bulk Updating Designs](https://help.infoodle.com/docs/bulk-updating-designs.md) - [Combining Receipts](https://help.infoodle.com/docs/combining-receipts.md) - [Emailing a Receipt](https://help.infoodle.com/docs/emailing-receipts.md) - [Issuing Joint Receipts](https://help.infoodle.com/docs/issuing-joint-receipts.md) - [Printing to Envelope Setup](https://help.infoodle.com/docs/printing-to-envelope-setup.md) - [Resending a Receipt](https://help.infoodle.com/docs/resending-a-receipt.md) - [Printed Receipts](https://help.infoodle.com/docs/printed-receipt.md) - [Creating and reconciling pledges](https://help.infoodle.com/docs/creating-and-reconciling-pledges.md) - [Adding a Pledge](https://help.infoodle.com/docs/adding-a-pledge.md) - [Editing a pledge](https://help.infoodle.com/docs/editing-a-pledge.md) - [Cancelling a Pledge](https://help.infoodle.com/docs/cancelling-a-pledge.md) - [Deleting a pledge](https://help.infoodle.com/docs/deleting-a-pledge.md) - [Pledges & Recurring Payments](https://help.infoodle.com/docs/pledges-and-recurring-payments.md) - [Pledge Form Entries](https://help.infoodle.com/docs/pledge-form-entries-1.md) - [Summary graph](https://help.infoodle.com/docs/summary-graph.md) - [Audit trail](https://help.infoodle.com/docs/audit-trail.md) - [Recurring donor analysis](https://help.infoodle.com/docs/recurring-donor-analysis.md) - [Pledge vs Actual](https://help.infoodle.com/docs/pledge-vs-actual.md) - [Pledge vs Actual V2](https://help.infoodle.com/docs/pledge-vs-actual-v2.md) - [Creating a Pledge vs Actual Report](https://help.infoodle.com/docs/creating-a-pledge-vs-actual-report.md) - [Configure Pledge vs Actual Report Options](https://help.infoodle.com/docs/configure-pledge-vs-actual-report-options.md) - [Other reports](https://help.infoodle.com/docs/other-reports.md) - [Adding a Campaign Type](https://help.infoodle.com/docs/adding-a-campaign-type.md) - [Adding a Campaign](https://help.infoodle.com/docs/adding-a-campaign.md) - [Adding a Pledge Drive](https://help.infoodle.com/docs/adding-a-pledge-drive.md) - [Campaign Report](https://help.infoodle.com/docs/campaign-report.md) - [Campaign Tracking](https://help.infoodle.com/docs/campaign-tracking.md) - [Xero](https://help.infoodle.com/docs/xero.md) - [How to connect to Xero](https://help.infoodle.com/docs/how-to-connect-to-xero.md) - [Contacts from Xero](https://help.infoodle.com/docs/contacts-from-xero.md) - [Accessing infoodle contacts from Xero](https://help.infoodle.com/docs/accessing-infoodle-contacts-from-xero.md) - [Sync infoodle contacts with Xero](https://help.infoodle.com/docs/sync-infoodle-contacts-with-xero.md) - [Adding Xero account codes to the Xero schedule](https://help.infoodle.com/docs/adding-xero-account-codes-to-the-xero-schedule.md) - [Deleting Xero account codes from the Xero schedule](https://help.infoodle.com/docs/deleting-xero-account-codes-from-the-xero-schedule.md) - [Viewing the Xero schedule](https://help.infoodle.com/docs/xero-schedule.md) - [Xero schedule needs attention](https://help.infoodle.com/docs/xero-schedule-needs-attention.md) - [Line item description matching](https://help.infoodle.com/docs/line-item-description-matching.md) - [Send to Xero](https://help.infoodle.com/docs/send-to-xero.md) - [Unreconcile a transaction](https://help.infoodle.com/docs/unreconcile-a-transaction.md) - [Creating an invoice in Xero from a form](https://help.infoodle.com/docs/creating-an-invoice-in-xero-from-a-form.md) - [Xero Invoices & Payments](https://help.infoodle.com/docs/xero-invoices-payments.md) - [Xero Tracking Categories](https://help.infoodle.com/docs/xero-tracking-categories-1.md) - [Xero Status](https://help.infoodle.com/docs/xero-status.md) - [Xero Quick Download](https://help.infoodle.com/docs/quick-download.md) - [What if I change a transaction in Xero?](https://help.infoodle.com/docs/what-if-i-change-a-transaction-in-xero.md) - [Getting Started with Gift Aid](https://help.infoodle.com/docs/getting-started-with-gift-aid.md) - [Gift Aid Settings](https://help.infoodle.com/docs/gift-aid-settings.md) - [Gift Aid Approval](https://help.infoodle.com/docs/gift-aid-approval.md) - [Transactions Included in a Gift Aid Claim](https://help.infoodle.com/docs/transactions-included-in-a-gift-aid-claim.md) - [Deleted Draft Gift Aid Claim? How to recover](https://help.infoodle.com/docs/deleted-draft-gift-aid-claim-how-to-recover.md) - [Valid Field Formats](https://help.infoodle.com/docs/valid-field-formats.md) - [Gift Aid Small Donations Scheme (GASDS)](https://help.infoodle.com/docs/gift-aid-small-donations-scheme-gasds.md) - [GASDS Claiming Methods](https://help.infoodle.com/docs/gasds-claiming-methods.md) - [CASC Status and Eligibility Requirements](https://help.infoodle.com/docs/casc-status-and-eligibility-requirements.md) - [GASDS vs Repayment: Understanding the Differences](https://help.infoodle.com/docs/gasds-vs-repayment-understanding-the-differences.md) - [Navigating the GASDS Menu and Screen](https://help.infoodle.com/docs/navigating-the-gasds-menu-and-screen.md) - [Creating and Managing GASDS Claims](https://help.infoodle.com/docs/creating-and-managing-gasds-claims.md) - [Understanding the GASDS Annual Allowance](https://help.infoodle.com/docs/understanding-the-gasds-annual-allowance.md) - [Creating a GASDS Claim](https://help.infoodle.com/docs/creating-a-gasds-claim.md) - [Adjustments in GASDS Claims](https://help.infoodle.com/docs/adjustments-in-gasds-claims.md) - [Filing GASDS Claims](https://help.infoodle.com/docs/filing-gasds-claims.md) - [Generate Xero Invoice For Gift Aid Claims](https://help.infoodle.com/docs/generate-xero-invoice-for-gift-aid-claims.md) - [Filing to HRMC](https://help.infoodle.com/docs/filing-to-hrmc.md) - [Resetting a Claim](https://help.infoodle.com/docs/resetting-a-claim.md) - [VIDEO: Gift Aid](https://help.infoodle.com/docs/video-gift-aid.md) - [About Reports](https://help.infoodle.com/docs/creating-a-report-1.md) - [Statement Templates](https://help.infoodle.com/docs/statement-templates-1.md) - [Donor Statement Personalisations](https://help.infoodle.com/docs/donor-statement-personalisations.md) - [Generating Statements](https://help.infoodle.com/docs/generating-statements-1.md) - [Giving Number Settings](https://help.infoodle.com/docs/giving-number-settings.md) - [Adding a Giving Number](https://help.infoodle.com/docs/adding-a-giving-number.md) - [Editing a Giving Number](https://help.infoodle.com/docs/editing-a-giving-number.md) - [Deleting a Giving Number](https://help.infoodle.com/docs/deleting-a-giving-number.md) - [Combining Giving Numbers](https://help.infoodle.com/docs/combining-giving-numbers.md) - [Searching for a Giving Number](https://help.infoodle.com/docs/searching-for-a-giving-number.md) - [Exporting Giving Numbers](https://help.infoodle.com/docs/exporting-giving-numbers.md) - [Adding Membership codes](https://help.infoodle.com/docs/adding-membership-codes.md) - [Editing Membership codes](https://help.infoodle.com/docs/editing-membership-codes.md) - [Deleting Membership codes](https://help.infoodle.com/docs/deleting-membership-codes.md) - [Membership report](https://help.infoodle.com/docs/membership-report.md) - [How to add Memberships in transactions](https://help.infoodle.com/docs/how-to-add-memberships-in-transactions.md) - [Adding membership information fields to groups or tabs](https://help.infoodle.com/docs/adding-membership-information-fields-to-groups-or-tabs.md) - [Payment Methods](https://help.infoodle.com/docs/payment-methods.md) - [Payouts](https://help.infoodle.com/docs/payouts.md) - [Receiving Payments](https://help.infoodle.com/docs/receiving-payments.md) - [Stripe](https://help.infoodle.com/docs/stripe.md) - [Stripe: User Experience](https://help.infoodle.com/docs/stripe-user-experience.md) - [Stripe: Apple Pay & Google Pay](https://help.infoodle.com/docs/stripe-apple-pay-google-pay.md) - [Stripe: How to create a new or use an existing stripe account](https://help.infoodle.com/docs/stripe-how-to-create-a-new-or-use-an-existing-stripe-account.md) - [Stripe: Receiving Notifications From Stripe](https://help.infoodle.com/docs/stripe-receiving-notifications.md) - [Stripe: Notification Emails](https://help.infoodle.com/docs/stripe-notification-emails.md) - [Stripe: Configure Notifications from a Form](https://help.infoodle.com/docs/stripe-configure-notifications-from-a-form.md) - [Stripe: Testing your Stripe Account](https://help.infoodle.com/docs/stripe-testing-your-stripe-account.md) - [GoCardless](https://help.infoodle.com/docs/gocardless.md) - [Ezidebit](https://help.infoodle.com/docs/ezidebit.md) - [Flo2cash](https://help.infoodle.com/docs/flo2cash.md) - [Pay Pal (now Braintree)](https://help.infoodle.com/docs/pay-pal-now-braintree.md) - [Givealittle](https://help.infoodle.com/docs/givealittle.md) - [Pushpay](https://help.infoodle.com/docs/pushpay.md) - [POLi Payments](https://help.infoodle.com/docs/poli-payments.md) - [eWay](https://help.infoodle.com/docs/eway.md) - [Windcave / Payment Express / DPS](https://help.infoodle.com/docs/windcave.md) - [Viewing Ezidebit Information](https://help.infoodle.com/docs/viewing-your-ezidebit-information.md) - [Statements](https://help.infoodle.com/docs/statements.md) - [New payments](https://help.infoodle.com/docs/new-payments.md) - [Payers](https://help.infoodle.com/docs/payers.md) - [Review Errors - Ezidebit](https://help.infoodle.com/docs/review-errors-ezidebit.md) - [Updating an Ezidebit donor's credit card details](https://help.infoodle.com/docs/updating-an-ezidebit-donors-credit-card-details.md) - [Reconciling Ezidebit Transactions](https://help.infoodle.com/docs/reconciling-ezidebit-transactions-1.md) - [Payment processing](https://help.infoodle.com/docs/payment-processing.md) - [Form Usage](https://help.infoodle.com/docs/form-usage.md) - [Updating a Stripe donor's credit card details](https://help.infoodle.com/docs/updating-a-stripe-donors-credit-card-details.md) - [Recurring Payment Notifications](https://help.infoodle.com/docs/recurring-payment-notifications.md) - [Adding a Stock Item](https://help.infoodle.com/docs/adding-a-stock-item.md) - [Editing a Stock Item](https://help.infoodle.com/docs/editing-a-stock-item.md) - [Editing Stock Quantity](https://help.infoodle.com/docs/editing-stock-quantity.md) - [Stock Item Report](https://help.infoodle.com/docs/stock-item-report.md) - [How to use Stock Items in Transactions](https://help.infoodle.com/docs/how-to-use-stock-items-in-transactions.md) - [Stock Items on Forms](https://help.infoodle.com/docs/stock-items-on-forms-1.md) - [Adding an Event](https://help.infoodle.com/docs/adding-an-event.md) - [Adding Documents to an Event](https://help.infoodle.com/docs/adding-documents-to-an-event.md) - [Editing an Event](https://help.infoodle.com/docs/editing-an-event.md) - [Searching for an Event](https://help.infoodle.com/docs/searching-for-an-event.md) - [Deleting an Event](https://help.infoodle.com/docs/deleting-an-event.md) - [Reporting an Event's Details](https://help.infoodle.com/docs/reporting-an-events-details.md) - [Event Planning](https://help.infoodle.com/docs/event-planning.md) - [Event Statistics](https://help.infoodle.com/docs/event-statistics.md) - [Managing Event Locations and Questions](https://help.infoodle.com/docs/managing-event-locations-and-questions.md) - [Adding a Location](https://help.infoodle.com/docs/adding-a-location.md) - [Deleting a Location](https://help.infoodle.com/docs/deleting-a-location.md) - [Adding Questions](https://help.infoodle.com/docs/adding-questions.md) - [Rostering an Event - Historical Reference](https://help.infoodle.com/docs/rostering-an-event.md) - [Copying Events](https://help.infoodle.com/docs/copying-events.md) - [Google Calendar](https://help.infoodle.com/docs/google-calendar.md) - [Calendar](https://help.infoodle.com/docs/calendar.md) - [Create a Live Event](https://help.infoodle.com/docs/create-a-live-event.md) - [Add a new Live Event Series](https://help.infoodle.com/docs/add-a-new-live-event-series.md) - [Using a Live Event](https://help.infoodle.com/docs/using-a-live-event.md) - [VIDEO: Live Event Manager Workshop](https://help.infoodle.com/docs/video-live-event-manager.md) - [About Activity Boards](https://help.infoodle.com/docs/about-activity-boards.md) - [Add a New Activity Board](https://help.infoodle.com/docs/add-a-new-activity-board.md) - [Add & Edit Slides](https://help.infoodle.com/docs/add-edit-slides.md) - [Activity Boards List](https://help.infoodle.com/docs/activity-boards-list.md) - [Activity Boards Slide List](https://help.infoodle.com/docs/activity-boards-slide-list.md) - [Accessing Live Activity Boards](https://help.infoodle.com/docs/accessing-live-activity-boards.md) - [What is a Check-in System?](https://help.infoodle.com/docs/what-is-a-check-in-system.md) - [Check-in Hardware Requirements](https://help.infoodle.com/docs/check-in-hardware-requirements.md) - [Install and Set up Label Server](https://help.infoodle.com/docs/install-and-set-up-label-server.md) - [Configure Check-in Labels](https://help.infoodle.com/docs/configure-check-in-labels.md) - [Set up an Event to Use Check-in](https://help.infoodle.com/docs/set-up-an-event-to-use-check-in.md) - [Set up Check-in Logins](https://help.infoodle.com/docs/set-up-check-in-logins.md) - [Start a Check-in](https://help.infoodle.com/docs/start-a-check-in.md) - [Add People Not in the Group](https://help.infoodle.com/docs/add-people-not-in-the-group.md) - [Visitors](https://help.infoodle.com/docs/visitors.md) - [Check-in Update](https://help.infoodle.com/docs/check-in-update.md) - [About the Library](https://help.infoodle.com/docs/about-the-library.md) - [VIDEO: Libraries, Files and Assets](https://help.infoodle.com/docs/video-libraries-files-and-assets-1.md) - [Library Kiosk](https://help.infoodle.com/docs/library-kiosk.md) - [Adding a library](https://help.infoodle.com/docs/adding-a-library.md) - [Editing a Library](https://help.infoodle.com/docs/editing-a-library.md) - [Searching for a Library](https://help.infoodle.com/docs/searching-for-a-library.md) - [Comments](https://help.infoodle.com/docs/comments.md) - [About Library Catalogues](https://help.infoodle.com/docs/library-catalogues.md) - [Searching Catalogues and Collections](https://help.infoodle.com/docs/searching-a-catalogue-and-collections.md) - [Adding a Catalogue](https://help.infoodle.com/docs/adding-a-catalogue.md) - [Editing a Catalogue](https://help.infoodle.com/docs/editing-a-catalogue.md) - [Deleting a library](https://help.infoodle.com/docs/deleting-a-library.md) - [Editing a collection](https://help.infoodle.com/docs/editing-a-collection.md) - [About Library Collections](https://help.infoodle.com/docs/about-library-collections.md) - [Adding a collection to your library catalogue](https://help.infoodle.com/docs/adding-a-collection-to-your-library-catalogue.md) - [Exporting a Library, Catalogue and Collections](https://help.infoodle.com/docs/exporting-a-library-catalogue-and-collections.md) - [Library Item Types](https://help.infoodle.com/docs/library-item-types.md) - [Adding a Weblink](https://help.infoodle.com/docs/adding-a-weblink.md) - [Adding Meeting Notes](https://help.infoodle.com/docs/adding-meeting-notes.md) - [Adding items to your library collection](https://help.infoodle.com/docs/add-items-to-your-library-collection.md) - [Adding a Digital file](https://help.infoodle.com/docs/adding-a-digital-file.md) - [Adding a Physical Item](https://help.infoodle.com/docs/adding-a-physical-item.md) - [Reserving a library item](https://help.infoodle.com/docs/reserving-a-library-item.md) - [Adding Lyrics and Chords](https://help.infoodle.com/docs/adding-lyrics-and-chords.md) - [Editing an item](https://help.infoodle.com/docs/editing-an-item.md) - [Link a library item to events](https://help.infoodle.com/docs/link-a-library-item-to-events.md) - [Adding an Asset](https://help.infoodle.com/docs/adding-an-asset.md) - [Editing an Asset](https://help.infoodle.com/docs/editing-an-asset.md) - [Deleting an Asset](https://help.infoodle.com/docs/deleting-an-asset.md) - [VIDEO: Libraries, Files and Assets](https://help.infoodle.com/docs/video-libraries-files-and-assets-2.md) - [About Reports](https://help.infoodle.com/docs/about-reports.md) - [Asset Reports](https://help.infoodle.com/docs/asset-reports.md) - [People - Notes Reports](https://help.infoodle.com/docs/people-notes-reports.md) - [People Reports](https://help.infoodle.com/docs/people-reports.md) - [Special Reports](https://help.infoodle.com/docs/special-reports-2.md) - [Create Criteria For a Report](https://help.infoodle.com/docs/create-criteria-for-a-report.md) - [Preset Fields](https://help.infoodle.com/docs/preset-fields.md) - [VIDEO: Reports - From Basics to Advanced](https://help.infoodle.com/docs/video-reports-from-basics-to-advanced.md) - [Report Categories](https://help.infoodle.com/docs/report-categories.md) - [Editing or Deleting a Report Template](https://help.infoodle.com/docs/editing-or-deleting-a-report-template.md) - [Searching for a Saved Report Criteria](https://help.infoodle.com/docs/searching-for-a-saved-report-criteria.md) - [Printing a Report](https://help.infoodle.com/docs/printing-a-report.md) - [Printing a Directory](https://help.infoodle.com/docs/printing-a-directory.md) - [Attendance Reports](https://help.infoodle.com/docs/attendance-reports.md) - [Exporting a Report](https://help.infoodle.com/docs/exporting-a-report.md) - [Reports Schedule](https://help.infoodle.com/docs/reports-schedule.md) - [Create a backup of your data](https://help.infoodle.com/docs/create-a-backup-of-your-data.md) - [How do I find people who have not made a donation since a particular date?](https://help.infoodle.com/docs/how-do-i-find-people-who-have-not-made-a-donation-since-a-particular-date.md) - [How do I find people who have made a donation over a certain amount?](https://help.infoodle.com/docs/how-do-i-find-people-who-have-made-a-donation-over-a-certain-amount.md) - [Why is my report blank?](https://help.infoodle.com/docs/why-is-my-report-blank.md) - [VIDEO: Rosters](https://help.infoodle.com/docs/video-rosters.md) - [Adding a Roster](https://help.infoodle.com/docs/adding-a-roster.md) - [Editing a Roster](https://help.infoodle.com/docs/editing-a-roster.md) - [Searching for a Roster](https://help.infoodle.com/docs/searching-for-a-roster.md) - [Deleting a Roster](https://help.infoodle.com/docs/deleting-a-roster.md) - [Adding Positions to a Roster](https://help.infoodle.com/docs/adding-positions-to-a-roster.md) - [Adding People to a Roster](https://help.infoodle.com/docs/adding-people-to-a-roster.md) - [Emailing Rosters](https://help.infoodle.com/docs/emailing-rosters.md) - [Downloading a Roster](https://help.infoodle.com/docs/downloading-a-roster.md) - [Notes on Individuals](https://help.infoodle.com/docs/notes-on-individuals.md) - [Notes on Events](https://help.infoodle.com/docs/notes-on-events.md) - [Availability](https://help.infoodle.com/docs/availability.md) - [Checking Availability before making a Roster](https://help.infoodle.com/docs/checking-availability-before-making-a-roster.md) - [Group Settings](https://help.infoodle.com/docs/group-settings-1.md) - [Volunteer Link](https://help.infoodle.com/docs/volunteer-link.md) - [Creating a Full Roster](https://help.infoodle.com/docs/creating-a-full-roster.md) - [Creating a Quick Roster](https://help.infoodle.com/docs/creating-a-quick-roster.md) - [VIDEO: Forms](https://help.infoodle.com/docs/video-forms.md) - [Examples of Common Form Types](https://help.infoodle.com/docs/examples-of-common-form-types.md) - [Example Form for Booking Attendance](https://help.infoodle.com/docs/example-form-for-booking-attendance.md) - [Examples of Page Routing](https://help.infoodle.com/docs/examples-of-page-routing.md) - [Adding a Form](https://help.infoodle.com/docs/adding-a-form.md) - [Publishing a Form](https://help.infoodle.com/docs/publishing-a-form.md) - [Form Versioning](https://help.infoodle.com/docs/form-versioning.md) - [Forms Test Mode](https://help.infoodle.com/docs/forms-test-mode.md) - [Editing Forms](https://help.infoodle.com/docs/editing-forms.md) - [Copying a Form](https://help.infoodle.com/docs/copying-a-form.md) - [Deleting a Form](https://help.infoodle.com/docs/deleting-a-form.md) - [Pledge Confirmation](https://help.infoodle.com/docs/pledge-confirmation.md) - [Form Settings](https://help.infoodle.com/docs/form-settings.md) - [About Form Fields](https://help.infoodle.com/docs/about-form-fields.md) - [Generic & Independent Fields](https://help.infoodle.com/docs/generic-fields.md) - [Repeating People Block - adding multiple people to a form](https://help.infoodle.com/docs/repeating-people-block-adding-multiple-people-to-a-form.md) - [Form Page Break](https://help.infoodle.com/docs/form-page-break.md) - [People Fields](https://help.infoodle.com/docs/people-fields.md) - [infoodle Unique ID](https://help.infoodle.com/docs/infoodle-unique-id.md) - [Person Safe ID](https://help.infoodle.com/docs/person-safe-id.md) - [Household or Organisation Fields](https://help.infoodle.com/docs/household-or-organisation-fields.md) - [Group Fields](https://help.infoodle.com/docs/group-fields.md) - [Finance Fields](https://help.infoodle.com/docs/finance-fields.md) - [Payment Fields](https://help.infoodle.com/docs/payment-fields.md) - [Total Pledge Entry](https://help.infoodle.com/docs/total-pledge-entry.md) - [Adding Recurring Payments to a Form](https://help.infoodle.com/docs/adding-recurring-payments-to-a-form.md) - [File Upload](https://help.infoodle.com/docs/file-upload.md) - [Stock Items on Forms](https://help.infoodle.com/docs/stock-items-on-forms.md) - [Email Response](https://help.infoodle.com/docs/email-response.md) - [Export Form Entries](https://help.infoodle.com/docs/export-form-entries.md) - [Form Auto-Approval](https://help.infoodle.com/docs/form-auto-approval.md) - [Trigger Workflows via Forms](https://help.infoodle.com/docs/trigger-workflows-via-forms-1.md) - [Payment History](https://help.infoodle.com/docs/payment-history.md) - [Form Entries List](https://help.infoodle.com/docs/form-entries-list.md) - [Processing Form Entries](https://help.infoodle.com/docs/processing-form-entries.md) - [Reviewing Form Entry Data prior to Approval](https://help.infoodle.com/docs/reviewing-form-entry-data-prior-to-approval.md) - [Approving a Form Entry](https://help.infoodle.com/docs/approving-a-form-entry.md) - [Approving a Form Entry with Multiple Contacts](https://help.infoodle.com/docs/approving-a-form-entry-with-multiple-contacts.md) - [Confirm Approval Changes](https://help.infoodle.com/docs/confirm-approval-changes.md) - [Process Financial Form Entries](https://help.infoodle.com/docs/process-financial-form-entries.md) - [How to Process Contacts during Form Approval](https://help.infoodle.com/docs/how-to-process-contacts-during-form-approval.md) - [Form Entry Views](https://help.infoodle.com/docs/form-entry-views.md) - [Pledge Form Entries](https://help.infoodle.com/docs/pledge-form-entries.md) - [Form Entries Report](https://help.infoodle.com/docs/reporting-a-form.md) - [Adding Data to a Form - Advanced Usage](https://help.infoodle.com/docs/adding-data-to-a-form-advanced-usage.md) - [Adding GA4 Tracking Code](https://help.infoodle.com/docs/adding-ga4-tracking-code.md) - [Rocketspark](https://help.infoodle.com/docs/rocketspark.md) - [UTM Tags - where have your form users come from](https://help.infoodle.com/docs/utm-tags-where-have-your-form-users-come-from.md) - [CSS Code (Advanced)](https://help.infoodle.com/docs/css-code-advanced.md) - [Adding Javascript (Advanced)](https://help.infoodle.com/docs/adding-javascript.md) - [Displaying fields on a grid - fields on the left and on the right](https://help.infoodle.com/docs/displaying-fields-on-a-grid-fields-on-the-left-and-on-the-right.md) - [Data Validation - stop form submission if added contacts doesn't equal indicated number to be added](https://help.infoodle.com/docs/data-validation-stop-form-submission-if-added-contacts-doesnt-equal-indicated-number-to-be-added.md) - [Enter Key to submit forms - how to stop](https://help.infoodle.com/docs/survey-stop-enter-key-submitting-the-form.md) - [Show and hiding fields](https://help.infoodle.com/docs/show-and-hiding-fields.md) - [Hiding Address Fields](https://help.infoodle.com/docs/hiding-address-fields.md) - [About Clusters](https://help.infoodle.com/docs/about-clusters.md) - [Clusters and Finance](https://help.infoodle.com/docs/clusters-and-finance.md) - [Enabling the infoodle App](https://help.infoodle.com/docs/enable-the-app.md) - [Configuring Your Home Page](https://help.infoodle.com/docs/configuring-your-home-page.md) - [Configuring the Footer Navigation](https://help.infoodle.com/docs/configuring-the-footer-navigation.md) - [App Security](https://help.infoodle.com/docs/app-security.md) - [Left Hand Navigation Menu](https://help.infoodle.com/docs/left-hand-navigation-menu.md) - [The Directory](https://help.infoodle.com/docs/the-directory.md) - [VIDEO: infoodle App Training](https://help.infoodle.com/docs/video-infoodle-app-training.md) - [Launch Your App](https://help.infoodle.com/docs/launch-your-app.md) - [Review New Registrations](https://help.infoodle.com/docs/review-new-registrations.md) - [Adding an infoodle form to the App](https://help.infoodle.com/docs/adding-an-infoodle-form-to-the-app.md) - [Adding a Youtube Live Stream](https://help.infoodle.com/docs/youtube-live-stream.md) - [Adding an EzyStream podcast series](https://help.infoodle.com/docs/ezystream-podcast-series.md) - [A​​dding a Youtube Video ](https://help.infoodle.com/docs/adding-a-youtube-video.md) - [Adding a Link to the Bible](https://help.infoodle.com/docs/link-to-the-bible.md) - [Getting Started with the infoodle App](https://help.infoodle.com/docs/getting-started-with-the-app.md) - [Using the Directory](https://help.infoodle.com/docs/using-the-directory.md) - [infoodle App - Rosters](https://help.infoodle.com/docs/infoodle-app-rosters.md) - [infoodle App - Event Scanning](https://help.infoodle.com/docs/scanning-into-an-event.md) - [infoodle Tools](https://help.infoodle.com/docs/infoodle-tools-1.md) - [Public Calendar](https://help.infoodle.com/docs/public-calendar.md) - [My Groups](https://help.infoodle.com/docs/my-groups.md) - [Live Event Manager](https://help.infoodle.com/docs/live-event-manager-1.md) - [My ID](https://help.infoodle.com/docs/my-id.md) - [My Profile](https://help.infoodle.com/docs/my-profile.md) - [Phone Access](https://help.infoodle.com/docs/phone-access.md) - [Access infoodle on the Phone](https://help.infoodle.com/docs/access-infoodle-on-the-phone.md) - [Frequently Asked Questions](https://help.infoodle.com/docs/frequently-asked-questions.md) - [What is my site code](https://help.infoodle.com/docs/what-is-my-site-code.md) - [I have signed up, now what do I do?](https://help.infoodle.com/docs/getting-started-with-infoodle.md) - [How do I send you my data?](https://help.infoodle.com/docs/sending-data.md) - [How does infoodle store my data?](https://help.infoodle.com/docs/storing-data.md) - [How do I create a backup of my data?](https://help.infoodle.com/docs/creating-backup.md) - [How does infoodle help with GDPR?](https://help.infoodle.com/docs/infoodle-and-gdpr.md) - [How do I give someone a login?](https://help.infoodle.com/docs/giving-someone-a-login.md) - [How do I give limited access to an Online Directory?](https://help.infoodle.com/docs/limited-access-online-directory.md) - [How do I embed the infoodle login in our website?](https://help.infoodle.com/docs/embedding-infoodle-login.md) - [Failed Logins](https://help.infoodle.com/docs/failed-logins.md) - [How does infoodle send emails?](https://help.infoodle.com/docs/sending-emails-in-infoodle.md) - [How do I unsubscribe someone?](https://help.infoodle.com/docs/unsubscribing-someone.md) - [How do I remove someone from a mailing list?](https://help.infoodle.com/docs/removing-someone-from-mailing-list.md) - [How do I remove someone from the database?](https://help.infoodle.com/docs/removing-someone-from-database.md) - [How do I get rid of task reminders?](https://help.infoodle.com/docs/getting-rid-of-task-reminders.md) - [How do I manage non-members?](https://help.infoodle.com/docs/how-do-i-manage-non-members.md) - [How do I print PDF documents?](https://help.infoodle.com/docs/printing-pdf-documents.md) - [How do I add multiple addresses?](https://help.infoodle.com/docs/adding-multiple-addresses.md) - [Keyboard Usage](https://help.infoodle.com/docs/keyboard-usage.md) - [How do I connect for an online training or demo session?](https://help.infoodle.com/docs/connecting-for-online-training-or-demo.md) - [Is infoodle PCI compliant?](https://help.infoodle.com/docs/is-infoodle-pci-compliant.md) - [How does infoodle handle credit card fees?](https://help.infoodle.com/docs/credit-card-fees.md) - [How do I find lapsed donors?](https://help.infoodle.com/docs/finding-lapsed-donors.md) - [How do I deal with In Memorial gifts?](https://help.infoodle.com/docs/in-memorial-gifts.md) - [How do I find people who have not made a donation since a particular date?](https://help.infoodle.com/docs/finding-people-who-have-not-made-a-donation-since-a-particular-date.md) - [How do I find people who have made a donation over a certain amount?](https://help.infoodle.com/docs/finding-people-who-have-made-a-donation-over-a-certain-amount.md) - [Tracking of Vaccinations (COVID)](https://help.infoodle.com/docs/tracking-of-vaccinations-covid.md) - [Glossary of Technical Terms](https://help.infoodle.com/docs/glossary-of-technical-terms.md) - [Definitions](https://help.infoodle.com/docs/definitions-and-terms.md) - [VIDEO: Introduction to infoodle: Basic Training](https://help.infoodle.com/docs/1-introduction-to-infoodle-basic-training.md) - [VIDEO: Basic Administrators Training](https://help.infoodle.com/docs/2-basic-administrator-training.md) - [VIDEO: Groups - An In-Depth Training](https://help.infoodle.com/docs/3-groups-an-in-depth-training.md) - [VIDEO: Email System Training](https://help.infoodle.com/docs/4-email-system-training.md) - [VIDEO: Email Designer Training](https://help.infoodle.com/docs/video-email-designer-training.md): Video of the training provided on the infoodle Email Designer - [VIDEO: Email - Unsubscribe & Email Preferences](https://help.infoodle.com/docs/video-email-unsubscribe-and-email-preferences.md) - [VIDEO: Finance - Full Training](https://help.infoodle.com/docs/5-finance-full-training.md) - [VIDEO: Finance - Year End Receipting & Reporting Workshop](https://help.infoodle.com/docs/video-finance-year-end-receipting-reporting-workshop.md) - [VIDEO: Gift Aid](https://help.infoodle.com/docs/7-gift-aid.md) - [VIDEO: Rosters](https://help.infoodle.com/docs/11-rosters.md) - [VIDEO: Events & Rosters](https://help.infoodle.com/docs/video-events-rosters.md) - [VIDEO: Live Event Manager Workshop](https://help.infoodle.com/docs/9-live-event-manager.md) - [VIDEO: Libraries, Files and Assets](https://help.infoodle.com/docs/8-libraries-files-and-assets.md) - [VIDEO: Reports - From Basics to Advanced](https://help.infoodle.com/docs/reports-from-basics-to-advanced.md) - [VIDEO: Forms](https://help.infoodle.com/docs/12-video-forms.md) - [VIDEO: Contact Types and Custom Views](https://help.infoodle.com/docs/13-contact-types-and-custom-views.md) - [VIDEO: Workflows](https://help.infoodle.com/docs/14-workflows.md) - [VIDEO: infoodle App Training](https://help.infoodle.com/docs/15-infoodle-app-training.md) - [VIDEO: Import System Training](https://help.infoodle.com/docs/video-import-system-training.md)