Tidy

Contacts vs Admins vs Members

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

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

Replacing a login email address as an administrator

💁‍♂️ Everything you need to know about Contacts

Contacts

Viewing your contacts in the contacts app

Navigating the Contacts table layout

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

How to add a new contact without leaving what you're doing — from email composition or task creation.

Adding contacts on the fly

Generate Member Numbers for your Contacts

Contact ID

How Contact Links work in TidyHQ — Family, Associated, Personnel, and Personnel of link types, and how to create and manage them.

Contact Links

How to set and filter by contact kind — person or organisation — in TidyHQ.

Contact kinds: person or organisation

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

Locked Fields 🔒: Take Control of Your Contact Data

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

Handling Duplicate 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

How to store files against a contact in TidyHQ — using the Attachments panel or a file-type Custom Field.

Add attachments to 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

Handling Deceased Members and Contacts

How to fix a parent's user account that ended up connected to a child's contact profile instead of their own.

Fixing a user account that's linked to the wrong family member

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

Import 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

Roll back an import of Contacts

Quick tip when importing children into a family membership

Family Memberships:  Importing Adults First

Your CSV isn't exporting special characters

Exporting special characters in CSV

Importing Contacts into Tidy

Keep Contacts in Groups and keep things Tidy

How to Create a Group

Configure dynamic Groups based on your Contacts information

Smart Groups

Tidy up your Groups list by archiving the ones you don't need day-to-day, without losing any data.

Archiving Groups

Deleting or removing Contacts or Groups

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

Contact Group Naming Conventions

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

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.

Default Groups (aka Groups that can't be deleted)

Groups

Features

Pricing

Changelog

Contact Us

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