People

infoodle is all about managing people within your organisation. Here's how to add a Person into your infoodle system. From the Dashboard you can click on the + menu icon on the header bar (top right) and click Add Person or Household ...

Editing a Person Occasionally details recorded for a person need to be changed or updated. Here's how to make those changes: Select the person that needs to be edited. Click the Edit button on the person's panel. Make the necessa...

When searching for a person infoodle has an option in the People and Households submenu to Show All . This will display everyone in your database. You can click on the headings Firstname, Lastname etc. to sort by that column. Click again to s...

Archiving people is useful for contacts that you do not do anything with any longer - ie, emailing, reporting on, financial transactions, etc. Archiving contacts also removes the person from you 'total contacts', meaning they do not count against yo...

Please note, deleting a person is permanent. We recommend Archiving people rather than deleting. An Archived contact does NOT count towards you total number of people for your pricing tier, and you get to retain the history and data associated wit...

When adding a person you can choose to identify the contact as an organisation or a person. On the person page, you can switch or convert a contact to be an organisation contact, and if its an organisation contact, convert to be a person contact...

Infoodle allows you to export lists and reports on all sorts of data! To export a report on a collection of people click here . Sometimes you may wish to export information about Groups . To export a Group's Details click here .

Clicking the cog menu to the left of the persons name reveals the functions you are able to perform, and pages you can see for this person. What appears here depends on the infoodle connection you have with this person (e.g. family or group membersh...

There are occasions where you know a person because they are in a family(household), and also because they are in an organisation. In this case you want to ensure that when you look at the family you see them listed, also the fact they are part of a...

Advanced Search is a powerful infoodle tool to allow searches for multiple people under certain criteria. There may be times when you need to do some updates to a number of people, for example, change those people who are 'new members' to 'members...

Groups make it easier to manage your people in infoodle! They have many different functions within infoodle, check out more about creating Groups here . Locate the person you wish to add to the group. Select the Groups tab in their deta...

It's easy to create a meeting or appointment with someone in infoodle. To do this: Go to the person's profile page you want to meet with and click the cog alongside their name. Click Appointment . Add the information relating ...

Some people in your organisation may not wish to give you their birth date. Infoodle allows you to remove the birth year of a person! To do this: When Adding a Person click the Hide Year button to remove the year of birth for the person. ...

The guardian setting is used to show the relationship between a parent and a child. This can be helpful for generating reports, or planning activities involving children. Under the Edit a Person panel, select the Parent status to be Yes...

At infoodle we take your privacy seriously and not everyone wants their contact details available to other users. Throughout the person's profile pages and when adding a new person there are 'visible/private' switches. This relates to what data can ...

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 labels To ...

The Email Purpose function provides a mechanism to specify an email address for a specific purpose. This is used currently to identify which person in a household/organisation will receive the receipt. This setting is optional, infoodle will calcula...

On a persons profile page, where their email address is shown, there is a wrench icon on the far right. Clicking the Wrench or Spanner button beside an email address shows a screen containing the status of that email address. Infoodl...

The person audit trail is a helpful tool to keep track of a variety of useful internal administration information: who has changed data on a person's profile, who has viewed a particular profile, the person's login activity. To view the ...

This is available for UK clients only currently. These values inform you and infoodle as to what approvals have been received from the person in regards to how you can contact them. On the person page, initially, it will show as follows: ...

There are 3 types of contacts in infoodle: 1) An individual This Contact has a Firstname , Lastname and (optionally) a Gender . The address area under Household Details has a Household name , which can be optionally used to show the inform...

This article will cover the recommended approach to managing a deceased person's record within infoodle. There are a number of steps in the following guide that will only apply if you use the Finance package, skip any steps that do not apply or are ...