TidyHQ

How you can use Advanced Filters along with Smart Groups to slice and dice your contacts list however you like.

Advanced Filters on the Contacts Table

A contact has lost access to their login email - this article will help you to fix this for them.

Changing a login email address as an administrator

New Types of Contacts Links

Quick tip when importing children into a family membership

Family Memberships:  Importing Adults First

Explore TidyHQ's Account & Contact Profiles for easy group management. Includes a clear, colorful guide for quick understanding.

TidyHQ Account and Contact Profile Differences Explained

Guide for first-time TidyHQ logins: Contacts click 'Log In', create an account, agree to terms, and choose their organisation.

Contacts logging in for the first time

New Locked Fields feature designed to give you even more control over your contact records.

Locked Fields 🔒: Take Control of Your Contact Data

💁‍♂️ Everything you need to know about Contacts

Contacts

Viewing your contacts in the contacts app

Navigating the Contacts table layout

How to handle Possible Duplicate contacts in your Organisations Contacts database.

Handling Duplicate Contacts

Attaching Documents to your Contacts

Tracking explicit kinds of Contacts

Quickly add contacts in even more places

Contacts vs Admins vs Members

Generate Member Numbers for your Contacts

Contact ID

Storing documents in the Contact's details

Add attachments to Contacts

How to merge contact duplicates (or more) into one profile

Merge a contact

What happens when I send a Contact to trash and can I delete a contact permanently?

Deleting a Contact

Create relationships between contacts and allow parents to edit child contact profiles

Family Links

Your CSV isn't exporting special characters

Exporting special characters in CSV

Trash for Contacts

Guide on adding or removing contacts in TidyHQ: Select group, search for contacts, and use 'Add' or 'Remove from Group' options.

Adding Contacts to Groups

Shared Contacts

Managing & Organising your Contacts

Preparing your Contacts information and getting it all into Tidy as painlessly as possible

Importing Contacts

How to Import PlayHQ Data into TidyHQ quickly and easily

Importing PlayHQ Data

Importing Contacts - why choosing a Group is important...

Importing date format

Importing family members who use the same emails. Could include family and children links

Importing people with the same email address

When importing dates they aren't importing correctly or not at all

Troubleshooting Date format on CSV contacts import / upload

How do I get my information from GroupSpaces?

Importing Contacts into Tidy

Would you like to email everyone in your Contacts database who has an email? Let's create a Smart Group to make that happen 💪

All Contacts Group for Emailing

Keep Contacts in Groups and keep things Tidy

How to Create a Group

Using Groups when Importing Contacts

A great Group Name will make it easier for you to find them for communication and emailing.

Contact Group Naming Conventions

Configure dynamic Groups based on your Contacts information

Smart Groups

Deleting or removing Contacts or Groups

Use Membership Reports to create an email Group

Contacting Expired Members

Such as Churned Members in the last 31 days, Current Members, New Members in the last 31 days, Renewed Members in the last 31 days.