Advice and answers from the Access Charity CRM Team

View and create contacts, mailings and more in the central module of Access Charity CRM.

Guidance for managing gift aid claims, payments and pledges.

Manage and troubleshoot issues with events, bookings and attendees.

Renew or cancel memberships. Set up financial periods, benefits and schemes.

How to guides on managing accounts and user groups. Using auditing and integrations.

Dedupe contacts. Upload files and payments through a data feed.

Articles on using Mailchimp integration and other add-ins.

Request data corrections and other services.

Import data and troubleshoot issues related to APIs.