Individuals

Working with Individual Records

Navigating to the Individual Profile

Advance View Search

Finding Individuals

Individual Profile

Individual Profile Child Forms

The Customer ID Number

Help with Customer Setup

Adding an Individual Record

Editing Individual Profile Information

Deleting an Individual Record

Adding a Deceased Flag to an Individual Record

Adding a Primary Organization for a Contact

Adding a Note to a List of Individuals or Organizations

Adding an Individual's Contact Information to Outlook Contacts

Adding an Individual to a Committee from the Individual Profile

Adding the Individual Type to an Individual Profile

Adding the Record Source

Member Join Date

Merging Individual Records

Original Join Date

Updating an Individual List to Deceased Status

Uploading an Individual's Image

Uploading Customer Documents to the Server

Working with Individuals Personal and Contact Information

Address Verification and the Batch Address Verification Process

Adding an Additional Address

Adding an Additional E-Mail Address

Keeping an Individual's Record from Showing Online

Tracking an Individual's Contact Information

Updating an Individual's Address

Updating an Individual's Contact Information

Updating an Individual's Name

Updating an Individual's Title

Updating Employer Information

Using Microsoft Maps

Linking Individuals and Organizations

Linking an Individual’s Address to a Primary Organization

Linking an Individual to Another Individual

Navigating from the Individual Profile to the Organization Profile

Linking an Individuals Phone and Fax Number to a Primary Organization

Web Site Address and Passwords

Setting Up an Individual's Web Site Password

Resetting a Web Site Password

Forcing a User to Change Their Web Login Password

Disabling an Individual's Web Login Password

Adding a Personal Web Site Address or URL

Correspondence

Sending E-Mail from an Individual Profile Using Microsoft Outlook

Sending E-Mail from an Individual Profile Using a Correspondence Template

Sending E-Mail to a List of Individuals or Organizations

Sending an E-Mail Message with High-Priority

Changing the "From" E-Mail Address on the Correspondence Template

Viewing an Individual's Communications

Adding a Name to an E-Mail Mailing List from the Individual Profile

Creating Mailing Labels

Individual Memberships

Updating an Individual's Membership Information

Removing Membership Benefits

Creating an E-Mail Mailing List for Members

Individual Relationships

Adding an Individual's Relationship to an Organization

Adding an Individual's Relationship to Another Individual

Viewing Relationships from Other Individuals

Going Shopping - Using the Shopping Wizard

Registering an Individual for a Session

Shopping for Merchandise

Shopping for Subscriptions

Shopping for Memberships

Shopping for an Event Registration

Using the Alternate Shipping Address Option

Checking Out in iWeb

Individuals Payments, Orders, and Invoices

Finding an Invoice (from CRM)

Viewing an Individual's Transaction Summary

Tracking Historical Activity Data

Finding Historical Activity Data