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Create/Edit

  • Can I merge Duplicate Contact Records in Member365?
  • Download The Member365 Data Import Template
  • Error message: Email Address is not Unique
  • How do I delete contacts to maintain GDPR Compliance?
  • How do I delete contacts to maintain GDPR Compliance?
  • How do I get notified if a contact or member updates their profile?
  • How Does Member365 Help Me Maintain GDPR Compliance?
  • How to Access a Contact Record
  • How to Access an Organization Record
  • How to Access and Create Organizational Demographics
  • How to Add a Contact
  • How to Add Administrator Permissions to a Contact
  • How To Add An Organization To Member365
  • How to Add Contact Salutations
  • How to Add/Change Contact Gender/Pronouns
  • How to Associate a Contact with a Contact Demographic
  • How to Associate an Organization with an Organization Demographic
  • How to Change a User’s Member Portal Username and Password
  • How to Change the Sender Email Address for Automatically Generated Emails
  • How to Check if an Email was Sent
  • How to Create a Contact Demographic Form
  • How to Create a New Contact Demographic
  • How to Create a New Organization
  • How To Create and Manage Contact Tags
  • How to Create Related Contacts
  • How to Delete Duplicate Contact Records
  • How to Determine or Change a Primary Contact
  • How to Edit a Contact Record
  • How to Edit a User’s Contact Information
  • How to Enable and Disable Profile Fields being editable in the Member Portal
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