Contact QuickStart Guide

1. Enter your contacts

Click the Contacts icon on the toolbar.


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.


Add Contact Tags to individual contacts

A useful tool when applying obligations or creating statements is the ability to “filter” your Contacts using Tags.

Add tags to individual contacts by clicking +Add in the Contact Tags section.



Click Save when you are done adding a contact.


Bulk Add Contact Tags

You can also add Contact Tags to multiple contacts at once using the Bulk Add Contact Tags… tool.



In
Contacts, click on Tools and a drop down menu will appear.

Choose Bulk Add Contact Tags….

Click Select all (you can deselect any contacts you don’t want to include)

Select the contact tag(s) you want to add or add new tags.

Then click Add Contact Tags. (The number that appears in the Add Contact Tags button refers to the number of contacts that tags are being added to.)



Note: Do you have a list of contacts that you would like MoneyMinder to import for you? Click here:
Guidelines for importing your Contact list – MoneyMinder 


2. Set up activity accounts

You can track how much you’ve paid people and/or how much they’ve paid you using Activity Accounts. These smart accounts help you gain a clear picture of the financial status of each individual based on the different ways they interact with your organization.

After adding a Contact, choose Add Activity Account:



This will open an Activity Account Template screen where you can choose which type of Activity Account you want to add to the contact.



Once you’ve made your choice, click Save.



To add additional Activity Accounts to a Contact, click the “hamburger” under the Edit
 button and choose Add Activity Account from the dropdown. Go through the steps above for each Activity Account you’d like to add to a Contact.



Note: You can also use the Wizard to walk you through the process by choosing Help me set up activity accounts…


Add Activity Accounts in bulk

Activity Accounts can be added to multiple contacts at once using the Bulk Activity Account Setup…



In
Contacts, click Tools, and a drop-down menu will appear. 

Choose Bulk Activity Account Setup



If you’ve added tags to your contacts, you can filter by tag to set up Activity Accounts for different groups of contacts. Click on Show Contact Filters. Under Filter by Contact Tag, click the box next to the tag(s) for the group you want to set up Activity Accounts for.



Click Select All
 (you can deselect any contacts you don’t want to include)

Next, select the Activity Account(s) you wish to add by clicking the box(es). 

Click Create Activity Accounts (The number that appears in the Create Activity Accounts button refers to the number of contacts that Activity Accounts are being created for.)


3. Make an Obligation Template

Click on the Contacts icon in the toolbar.


Select Obligation Templates.


Click on Add Obligation Template.


Select the activity account type from the drop down menu.


Next name the obligation as you would want it to show on a Contact’s statement. For example,  “Annual Dues”.


Next, enter how much is Owed by Contact (there are scenarios where you would use the Owed to Contact, we will cover some examples of these in another article).


The Due Date is the date you want this obligation to start. Note: your obligation will not show on the statement until the start date.


Determine whether you want this obligation to be repeated. The default is set to “None”.

Click Save.


Tips for Obligation Templates:

If you have made an error in your Obligation Template and need to change it, go to Obligation Template


Click Edit next to the Template you want to change.


Make any changes and click Save. It will then ask you if you want to Update Obligations using this template. If you choose to do this, MoneyMinder will update ALL Contacts you’ve assigned this obligation to.

While in the Edit area of the Obligation Template you can also click Delete to delete the template entirely. If you choose to do this, it will ask you if you want to delete all of the obligations that use this template. Note that this cannot be undone.


4. Apply an Obligation Template to an individual contact

After you have set up an Obligation Template, you can apply it to an individual contact.

Click on the Contacts icon in the toolbar.


Find the individual you would like to apply it to and click on their name.


Click on Member Activity. If one is not already set up, you will need to set up an Activity Account before you can apply the obligation.


Click Add Obligation.


Using the Obligation Template drop-down menu, select the obligation template you want to apply.


Next click Use Template. The fields will auto populate with that template’s details.


Click Save.


Apply Obligation Templates in bulk

You can also apply Obligation Templates to multiple contacts at once using the Bulk Apply Obligations… tool.



In
Contacts, click Tools to bring up the drop-down menu.

Choose Bulk Apply Obligations…


Select an activity account template.

If you’ve added tags to your contacts, you can filter by tag to add Obligation Templates to different groups of contacts. Click on Show Contact Filters. Under Filter by Contact Tag, click the box next to the tag(s) for the group you want to apply Obligation Templates to.


Click Select all (you can deselect any contacts you don’t want to include)

Using the drop-down arrow next to Obligation Template, choose the template you want to use. 



When the details of the Obligation Template appear, click Apply. (The number that appears in the Apply button refers to the number of contacts receiving the obligation.)

 

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