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.

 

15 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.

  6. Craig Engelhardt

    Should a husband and wife have a single address be listed as one contact, or as two separate contacts? If they are listed as one contact, can notifications go to both email addresses? If two separate contacts are made, would one have to be marked as not having dues?

    1. Teri McIntyre

      You will want to create just one Contact account for husband and wife. You have the ability to add as many email addresses as you would like. When you are ready to send a statement, Bulk emailing will only be sent to the primary email address. However, you do have the ability to go in to the Member Activity for the Contact you would like to send a second statement to. Go to Member Activity > compose statement. You will now see, near the top of the screen, all email addresses associated with this contact account. You can click on the email address you would like to send a statement to and then click on send statement. Let us know if we can help with anything else!

      Teri

  7. Craig Engelhardt

    Can the search function be extended to search by address in addition to name?

    1. Teri McIntyre

      MoneyMinder has the ability to search for name. However, you can use your computer search command (CommandF for Mac users and CtrlF on all other platforms). A search box will appear in the upper right hand corner of your screen and you can enter the address. When there is a match it will highlight.

      Teri

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