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Community

Settings, advanced searches and contact management in your Community (CRM)

Managing my Community

  • Adding a Contact to Your CRM
  • Preparing Your Excel File for Data Import
  • Adding Multiple People at Once Using the Import Excel Function
  • Modifying or Deleting a Contact's Information
  • Merge Two Member Accounts
  • Exporting the Documents Stored in Your Contact's Profile
See all 8 articles

Managing my Groups

  • All You Need to Know About Managing Groups
  • Creating a Simple Group & Its Main Functions
  • How Advanced Groups Work
  • Managing Attendance Lists
  • Deleting a Group
  • Remove a Person From a Group

Settings

  • Everything You Need to Know About the Unique User ID
  • Managing a Contact's Profile and Adding Custom Fields

Platform updates

  • Platform status

Resources

  • AssoConnect blog
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