Contacts

How-to

USPS Address Standardization Integration
Batch Contacts Actions
How to customize your Contact Summary Layouts
Contact Profile Image
How to Export Contacts
How to Configure your CRM Dashboard
Updating the geocoding for all addresses in your database
Display Key Relationships on Contact Summary Page
Automated Yahrzeit Emails
Adding a Yahrzeit
How can I get an email notification when someone submits a profile form?
Batch update multiple contacts
Importing Contacts - In the CRM
Importing Contacts - Preparing Spreadsheet
Tracking when Students become Alumni

General

Working with Households
Best way to add couples in the CRM
Managing Duplicate Contacts
Duplicates and Duplicate Matching Rules
Smart Groups

Troubleshooting/FAQ

How can I view all recently added contacts?
How do I find contacts that have no email and also donated in the past 2 years?
Spousal Names Shown Incorrectly