The first thing you want to do once logged in to your TidyHQ account is to click on Contacts on the left hand side of your dashboard.

From here, you can search for a contact [1], create a new contact [2], configure your column view [3], filter the records you want to see [4] and perform actions on contacts [5]. We will step through these one by one.
​

From here you can search for an individual user in the search box towards the top of the screen.

Here you can manually add a new contact into your database.
​

Configuring your columns allows you to only see the information that is useful or relevant for you.

Click on the table icon on the right hand side [3]. This will bring up the configure columns pop up. Here you can select any information you wish to be displayed within your contacts table. Fields are split into 3 sections; default, membership & custom. The custom options are auto-populated from the custom fields that are created within the Organisation Settings.

Filtering is about restricting the records that show in the contacts table. An example might be to only show contacts who have an address in NSW.

To access this, click on the funnel icon just to the right of the actions button [4].

Select Add Filter. You will then have four options:

Membership - Allows you to select a particular Membership Level to display and the status of that membership:

Subscription Start Date - Allows you to select a date range start point 

Subscription End Date - Allows you to select a date range end point

Groups - Allows you to select a specific Group to display

Transaction records associated with them will be saved.

You can also print your contact list by going to the Print button within your web browser. 

If you are experiencing issues that none of our articles has helped you solve, please contact by clicking the button below:

If you'd like to know more, chat with us in the Messenger! 😊