Members, Locations and Persons have an update notes option. These notes can be used in any way you want. Use add or delete note link if you want to separate […]
Category: Client Support
Searching and Exporting Reports
When viewing reports, you can search all text or each column. At any time, you can use the “Filter Reset” button to clear your search queries. If you need to […]
How to add a location to member
Visit the dashboard. Look for Add a Location under the Locations section Fill out the form and use the ‘Create’ button. Additionally, the same ‘add a location’ option can be […]
How to add a contact
Visit the dashboard. Look for Add a Contact under the Contacts section Fill out the form and use the Add Person button. Additionally, there is also a ‘Add a new […]
How to add a member
Visit the dashboard. Look for Add a Member under the Members section Fill out the form and use the Create Member button. Options like adding location, notes and people can […]