How to Add Contacts
Managing Duplicate Contacts
No matter how many controls we put into place to prevent duplicate contact creation, inevitably we always end up with a few, especially when your ...
Duplicates and Duplicate Matching Rules
The CRM is equipped with several features for dealing with duplicate contacts. Some attempt to avoid the duplicate contact from being created, others help you to search, identify and...
How to Export Contacts
How can I export a list of contacts from my CRM? The first thing you are going to do is use the Advanced Search to find the contacts you would like to export. Then select all your contacts and ...
Importing Contacts - In the CRM
Video of Importing Contacts Importing Contacts - In the CRM ...
Importing Contacts - Preparing Spreadsheet
Preparing your spreadsheet for import Importing Contacts - Preparing Spreadsheet ...
Complete Import Tutorial
Import your contacts as individuals Importing contacts with relationships Importing additional Information Importing ...
Importing Contacts - Fixing an Error After a Contact Import
Once you have imported your contacts into the CRM you may notice an error in your imported data. For example, you may notice that instead of separ...
Batch Update Multiple Contacts
Batch Update Contacts Search for your contact list to update Select up to 100 at a time. Go to Actions ...
Spousal Names Shown Incorrectly
To correct an individual contact, select the contact in question, and under the "Summary" tab you can change gender. To correct multiple contacts and ...
How can I view all recently added contacts?
The results will display all contacts that have been added to your system in the defined time frame...
Best way to add couples in the CRM
Video of adding couples - In the CRM ...
Cleaning and updating contacts that are missing information
Duplicate Rules and cleaning up databases
Scan your database for duplicates using a selected dedupe rule (see below) and merge duplicate contact data as needed
How to customize your Contact Summary Layouts
Navigate to Administer -> Customize Data and Screens -> Contact Summary Layouts to open the editor. Create one or more layouts, dragging the...
How to add contact relationships
Video tutorial of adding relationships in the CRM. Navigate to Contacts...
Multi-step Import - Relationships
Learn how to import relationships in the CRM using this multi-step import...
Contact Profile Image
Video of adding a contact profile image - In the CRM ...
Updating the geocoding for all addresses in your database
This tutorial will show you how to update the geocoding (latitude and longitude) for all addresses in your database.
Update the Addressee Field for your Mailing Labels
When printing mailing labels the CRM uses the customers 'addressee' field, which is a field that can be found on the contact's summary page.
Display Key Relationships on Contact Summary Page
In order to show specific key relationships on your contact summary page. You will need to go to the Administer tab...
How do I find contacts that have no email and also donated in the past 2 years?
To see a tutorial on how to batch update these contacts, go to...
Birthdays or Yahrzeits Not Showing Up
Within the ChabadSuite system, dates are recorded using the English date. In order to have the correct Hebrew date showing, the English date needs to...
Adding a Yahrzeit
Video of adding a Yahrzeit - In the CRM ...