1. Home
  2. Knowledge Base
  3. Contacts
  4. Tracking Contact balance(s)
  5. Setting up Activity Accounts for Individual Contacts and in Bulk

Setting up Activity Accounts for Individual Contacts and in Bulk

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.


Add Activity Accounts to individual contacts 

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.)

Was this article helpful?

Related Articles

2 responses to “Setting up Activity Accounts for Individual Contacts and in Bulk”

  1. All of our contacts have the same Activity Account settings. Is there a way to create a default Activity Account with these settings? It would save a lot of time.

    • Hi Mary, thanks for the question! On the Contacts page of your MoneyMinder account, you should see a tab called Tools. Clicking on that tab will bring up a list of options for Bulk Application of many of the Contact features, including the ability to Set Up one or more Activity Accounts for all, or a selection of, your contacts. Just click Tools, select Bulk Activity Account Setup, select the contacts for which you want to activate the activity accounts, then select the activity account(s) you wish to add and hit the blue Create Activity Accounts button. This is much quicker than adding them one at a time. I hope that helps, but if you need more assistance you can chat live from your account, or contact us via email at [email protected] and we can assist further.

Need Support?

Can't find the answer you're looking for?
Contact Support