Don't edit training paths
Adding Knowledgebase Articles In your JAMS System click Menu > Knowledgebase To add a knowledgebase…
Go to the address book from the main menu. To create a new record select 'create' button to bring u…
You can administer this as a MASS EDIT (eg all records at once) or update individual records manual…
There are numerous ways administrators can access data associated with events for reporting purpose…
Navigate to the MARKETING app from the main menu and select new mailing and choose the template (no…
Accessing Dashboards You can access your dashboards via the Main or Sidebar Menus Adding Dashboards…
The Wiki module is a knowledge database that can include policies, procedures and guides. These doc…
The events app will help manage the variety of events a county association organises and can benefi…
It is useful to have contacts organised into groups - for example CiLCA learners, larger councils,…
Watch this helpful video that gives an overview, how to create one, headings, description and optio…
There are a couple of ways to customise the filters available in the Address Book 1. Selecting whic…
When sending email campaigns, it is useful to be able to track how many recipients clicked any of t…
Editing dynamic email templates (templates with fields) can be a little tricky - there are a lot of…
Prerequisites: you will need a Google Account for this. Step 1. Under Users & Settings head to Inte…
A standard list of categories will help you monitor the type of enquiries that are coming through t…
With the Event Registration Portal page customers now have the ability to self service cancellation…
Disclaimer: This functionality is disabled by default. You can enable it in Settings - Events : If…
Disclaimer: This functionality only works for signed in users that have access to booking events. W…
The attendance view was amended to add color highlighting based on status and add a DNA action butt…
Within events there are numerous ways to summarise information for reporting purposes: From the mai…
Two new Portal Cards have been added which are interlinked(each can be access from inside each othe…
When an event has tickets that have a price on them, when a portal user books attendees on events,…
Your Junari system has built-in data export capabilities. Notes You may be limited to exporting 5,0…
Kanban view The kanban view is a kanban board visualisation: it displays records as “cards”, halfwa…
Access to the portal is managed through the contact record. This can be given to a large group of c…
All support calls should be logged through the enquiry helpdesk - whether they are received by emai…
The email template configuration is held in APPS and SETTINGS. The easiest way to create a new temp…
The customisation fields can be easily added at each element. CONTACTS - additional fields can be a…
Where an enquiry comes through from a councillor of a confidential nature - it is SALC policy not t…
A note can be logged in a number of areas on the system, for example against an enquiry, against an…
Organisations and Individuals within those organisations are already configured in the system using…
If you need to re-invite one or more portal users, you can do this via Users & Settings -> Users In…
Select the appropriate contact and press edit In the 'tags' field, remove the clerk tag and replace…
If you want to add information to a large group of contacts or organisations - for example assign 8…
Settings Turn on the 'Coupons & Promotions' Setting within the Settings area The key difference bet…
Pre-Requisites Before an import can be completed, if there is any NEW data within the import in the…
You can import membership details into JAMS by clicking Memberships on the main menu, then pressing…
Products Products are need on invoice lines, these can be created from the 'Products & Services' ma…
If you're encountering email delivery failures due to messages being marked as spam, it's advisable…
Logging in: Your JAMS system will be located at *.jams.junari.com replacing the * with your organis…
Overview: The way access to Portal Cards works in Junari Portal is very simple. A Portal Card can b…
CRM users are managed within the 'Users and Settings' area of the system. To create a new user once…
Accessing Membership Records: Membership records can be accessed from two places: The 'Memberships'…
Archiving is a useful tool where a file that is no longer active can be hidden from view but not de…
This wiki provides guidance on the overall navigation of the Junari system. Most screens (lists and…
The main menu can be accessed in your JAMS System by clicking the grid icon at the top left Each mo…
Using the following Ninja Dashboard settings you can setup a dashboard to show you what records hav…
With Website pages, it is possible to restrict access so that only logged in users can see them. It…
When setting up a new mailing within the 'Marketing' module there are three buttons to use at the t…
The system automatically logs the user into the ‘discuss’ area but this can be changed to suit the…
From the events app create an event – give your event a title – add details of organiser – date and…
Two levels of user should be adopted, although all users have the same level of permissions set up…
To help manage a variety of types of events tags and categories can be used. From within the events…
You are able to use the standard fonts using the 'Wizard' tool Or you can define custom font's in t…
Getting Started Editing the website will require you to be logged in with specific permissions, if…
Using the Forum features in Odoo 16 Community Edition provides a valuable way to facilitate discuss…
Portal Modules are the online website modules that are available to all of your portal users. These…
Please read the whole article before attempting to use the search bar on your website. The search f…