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 their name or a portion of their name in the Search field:


Add a contact:

Click Add Contact to add an individual or organization.


Fill out the pertinent information. You must enter at least a last name or company name.

Once you’ve edited or changed these settings, click:

  • Save to store this contact.
  • Cancel to return to the main People window without saving this contact.

 

11 Comments

  1. Can contacts be batch uploaded from Excel. We have 500 families and most of them have already made their first purchase. We do not have time to enter them all one by one.

    1. Cyndi Meuchel

      Yes, we can help with that. Please email me at info@moneyminder.com with your list and the name of the group you’re with and we’ll take care of it for you.

      – Cyndi

  2. Can contacts be batch uploaded from Excel? We have 500 families and most of them have already made their first purchase. We do not have time to enter them all one by one.

    1. Cyndi Meuchel

      Yes, we can help with that. Please email me at info@moneyminder.com with your list and the name of the group you’re with and we’ll take care of it for you.

      – Cyndi

  3. Barbara

    Can I make a member inactive?

    1. Barbara

      I think I just answered my own question. I made a contact tag labeled “Inactive Member” and removed the “Member” designation from all those who haven’t paid their annual dues. Would that be the best solution? I think it will work for me.

      1. Cyndi Meuchel

        That’s one way to do it! 🙂

  4. How to I transfer contacts from one fiscal year to the next?

    1. Cyndi Meuchel

      Hi Laura,

      In order to copy contacts from a prior year, your Contacts area must not already have any contacts in it. I can see 1 contact there right now. If you were to delete that contact, you would then see a button to Copy Contacts from a prior year.

      Cyndi

  5. Irene K. Miller

    I copied my contacts from 2019 to 2020. If I delete a contact in 2020 Financial Year, will there information stay for previous years or will all their data disappear?

    1. Cyndi Meuchel

      Yes! Contacts records are stored by year. So you can delete a copied one in 2020 without having to worry that it will disappear in 2019. Try one and see! It means that your 2019 Contact list will stay intact and that your 2020 Contact list doesn’t need to carry forward Contacts (forever) that don’t apply anymore. It’s a handy feature. Hope that helps.

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