User Guides

5 articles

Adding, creating, updating and archiving / Deleting contacts

Go to the address book from the main menu. To create a new record select 'create' button to bring u…

Customising Address Book Filters

There are a couple of ways to customise the filters available in the Address Book 1. Selecting whic…

How to manage Individuals and Organisations

Organisations and Individuals within those organisations are already configured in the system using…

How to update clerk details

Select the appropriate contact and press edit In the 'tags' field, remove the clerk tag and replace…

Importing Council Information

Pre-Requisites Before an import can be completed, if there is any NEW data within the import in the…