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Tag: Contact Management

Notes, Tags, and Activities

Written by josh on 2025-04-11. Posted in Academy.

Managing Location Settings

Written by josh on 2025-01-22. Posted in Academy.

You have several options when managing your data in CiviCRM, one of which pertains to the ‘location’ of various things such as address, phones, websites, etc. These can help ensure that you’re using the right “location” in your communications.

Excel tips to prep your import file

Written by josh on 2025-01-08. Posted in Academy.

Preventing overwrites and using checksums

Written by josh on 2024-11-25. Posted in Academy.

Using the GDPR extension

Written by josh on 2024-10-22. Posted in Academy.

Merging Duplicates

Written by josh on 2024-08-29. Posted in Academy.

Organizing Contacts

Written by josh on 2024-08-13. Posted in Academy.

Importing Participants

Written by josh on 2024-07-31. Posted in Academy.

Powerful Utilities

Written by josh on 2024-07-23. Posted in Features.

CiviCRM offers a range of powerful utilities to streamline your nonprofit’s operations, from case management to bulk data updates and more.

Image for deleting contacts

Adding, Deleting and Restoring Contacts

Written by josh on 2024-07-08. Posted in Academy.