Contact management

Add/Edit Basic Contacts

Click the Contacts icon on the toolbar. Search for a contact: Search for a contact that exists in your list by typing...

Setting up Activity Accounts for Contacts

You can track how much you’ve paid people and/or how much they’ve paid you using Activity Accounts. These smart accounts...

Guidelines for importing your Contact list

Do you have a list of contacts that you would like MoneyMinder to import for you? Following are guidelines for...

Using Membership in Contacts

Membership allows you to manually keep track of a contact’s membership. It allows you unlimited membership levels and dues. From...

4 Great Contact Tools

There are 4 great Contact Tools that will make your job working with Contacts that much more efficient: Select Bulk...

Integrating MoneyMinder and JoinIt

MoneyMinder has the ability to import your membership information from Join It into the Contacts area in MoneyMinder. Start by...

Using Contacts Tools

How to Use Bulk Apply and Other Contact Tools There are several Tools available to help make using Contacts easier....

Explore Contact Management

1. Enter your contacts Click the Contacts icon on the toolbar. Add a contact: Click Add Contact to add an individual or organization. Fill...

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