Customers
Navigation: Charity > Contacts > Customers
To add customers, you have two options:
Select ‘+Add Customer’ to create customers individually.
Use ‘Import’ to create customers in bulk by utilising the provided template XLSX file.
For each customer, ensure you provide the following details:
Contact Details
Commercial Details
Membership / Subscription Details
Suppliers
Navigation: Charity > Contacts > Suppliers
To add suppliers, you have two options:
Select ‘+Add Supplier’ to create suppliers individually.
Use ‘Import’ to create suppliers in bulk by utilising the provided template XLSX file.
For each supplier, ensure you provide the following details:
Contact Details
Commercial Details
Donors
Navigation: Charity > Contacts > Donors
To add Donors, select ‘+Add Donors’ to create Donors individually.
For each supplier, ensure you provide the following details:
Contact Details
Membership / Subscription Details
