Using Profiles
A profile is a collection of fields (both predefined and custom) from the CRM. By adding them to pages in your CRM or website
USPS Address Standardization Integration
Step-By-Step Instructions: Step 1: Register for your USPS API Account (this allows you to connect to USPS)
Creating Users and Administrators
It is best practice to create separate user accounts for each member of the organization.
If you believe that there are certain tasks procedure missing here, please let the Chabad Concierge support or the trainer know so we could add/create a procedure for it. Feel free to send a message to John Nolledo or Wyne Anthony on Slack/Whatsapp.