Households & Organizations Overview
- Welcome to ExceedFurther
- Administration Overview
- Households & Orginzations Overview
- Gifts & Gift Webpage Overview
- Lists, Communications, Reports Overview
- Campaign Overview
- Grants Overview
- Peer to Peer Fundraising Overview
- Event Overview
- Team Fundraising Overview
- Volunteer Overview
- Hospitality Overview
Navigation
This guide provides an overview of managing households and organizations within the system. It begins with a quick tutorial on searching and then delves into understanding profiles . You'll learn about bio codes and differentiate between entities, households, and individuals/couples. The guide covers adding bio records through various methods and managing records, including deleting, moving, merging, and inactivating. Finally, it explains how to handle activities and notes (10 minutes) and manage relationships.
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All About Widgets & Dashboards in ExceedFurther
During this video you will learn All About Widgets & Dashboards in ExceedFurther -
Database Management - Relationships - Same Person in ExceedFurther
During this video you will learn about Database Management - Relationships - Same Person in ExceedFurther -
How to Check for Duplicate Records
During this video you will learn how to Find and Reduce Duplicate Records
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SUPPORT
(800) 750-6418
SALES
(800) 676-5831
LOCATIONS
Fort Lauderdale Office
3511 W. Commercial Blvd.
Suite 404
Fort Lauderdale, FL 33309
Palo Alto Office
610 Cowper St.
Palo Alto, CA 94301
Phoenix Office
505 East Osborn Road
Phoenix, AZ 85012
Seattle Office
1750 112th Avenue NE
Suite A200
Bellevue, WA 98004