Renaming and deleting contact & company lists

Renaming and deleting contact & company lists

Renaming and deleting contact & company lists Lists are a great way to keep your contacts and companies organized, although effective management of your contact and company lists is critical to keeping your data organized. Follow the process below to … Read More
Public Lookup for Company Names

Public Lookup for Company Names

In order to reduce the probability of your members and attendees from generating duplicated companies in your Contacts database, we enabled the Public Lookup for Company names. This feature will allow public lookup for all company names in your Contacts during … Read More
How to use Cascading Choice

How to use Cascading Choice

Cascading Choice is a new custom field type supporting 2 levels of choices. You can now create Cascading Choice fields on the Event Registration and Membership Application forms. When the user selects one option – depending on what option they … Read More