Getting Started
By CiviPlus1 author16 articles
- Welcome to CiviPlusAn introduction to the Knowledge Base
- Organising your dataThis step is essential!
- Contact TypesUnderstanding the basics about Contact Types in CiviPlus
- RelationshipsUnderstanding the basics about Relationships in CiviPlus
- Activity TypesCreate your own Activity Types, and use them with Custom Fields
- Custom FieldsAn introduction to Custom Fields in CiviPlus, and example of how to create them
- Dropdown lists (Option Groups)How to manage lists of preset values for fields like Prefixes, Statuses etc.
- Adding Users and RolesThe basics about Users, Roles and Permissions in CiviPlus
- Importing your dataUse the Wizards to easily import Contact, Activity, Event Participant, Contribution and Mebership data into CiviPlus
- Resolving Duplicate ContactsHow to identifying and fix duplicate Contacts in CiviPlus
- Getting started for sending mailingA few simple configuration steps before you start sending emails from CiviPlus
- Need some assistance? Talk to us ....Can't find the answers you need? Get in touch!
- Complex Data ImportsUse the API CSV Importer to import complex data into CiviPlus
- TagsHow to make best use of Tags in CiviPlus
- ProfilesWhat Are Profiles and How to Use Them Effectively