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Quick Tips
- 1 Minute to read
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Article Summary
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Quick How to Videos
Contents
1. New User Basics
2. Administration Settings
3. System Settings
4. People
5. Contact
6. Notes & To-Do's
7. Reports
8. Events
9. Forms
10. Groups
11. Groups
How to watch the videos?
In general as long as your software is up to date, it should be OK.
- On Windows, make sure your Windows Media Player is up to date.
- On Mac, check your Quicktime player.
To view the videos select the link or topic in the sections below:
1. New User Basics
How to log in
Updating Password & Implementing 2-Factor Authentication
Dashboard Tour
2. Administration Settings
What is a User Role?
Copying Roles
Deleting Roles
Assigning Roles
Custom Fields, Views, and Contact Types
3. System Settings
Overview of System Settings
Site Settings
Emails, Texts & Letters
People
Date and Time
Sensitive Words
4. People
Adding People to infoodle
How to Search for People
Deleting a Person
Using Advanced Search
Archiving a Person
Giving a Login to Others
Add a New Member to an Existing Household
Edit an Address and Move a Person to Another Household
Ordering Contact Data in infoodle
Adding Photos to Contact Profiles
Setting Privacy Settings for the Printed and Online Directory
5. Contact
Using the Email Designer
6. Notes & To-Do's
Adding Notes
Creating and Managing To-Do's
7. Reports
Generating Reports
How to Select Data to Create a Report
Printing a Directory
8. Events
How to add an Event
9. Forms
How to Build a Form
10. Groups
How to Create a Group
Volunteer Hours
11. Volunteer Hours
How to add Volunteer Hours and how to Generate Reports based on these hours
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