Admin
How to guides on managing accounts and user groups. Using auditing and integrations.
By Cristiana1 author10 articles
List of permissions levelsThis article provides a list of the permissions available that can be given to users.
Product requests/changesThis article explains how to get access to our ideas portal which will allow you to submit product enhancement requests to us directly.
Slow PerformanceFollow this guidance if your system is slow or if you are getting timeout errors when trying to perform a task.
Clear your browser historyFollow these steps to clear your browser's history, cache and cookies.
Use auditingAdd fields to the audit trail and audit on a specific account user or serial number by following these steps.
Change a saved searchFollow these steps to exclude contacts that meet certain criteria when loading a saved search to a mailing.
Understand and use lookupsThis article explains where to find lookups and how to update them.
Use Global UpdateThis article explains how to use global update and how to blank or delete values out of the Contact table.
Saved Search
Advanced searching and criteria.
Advanced SearchingIn this article, we explain how to use Advanced searching in Access Charity CRM.