People (CRM)

Form Triggers

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This article will show you how to set up form triggers

How to Perform an Export from People (CRM)

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This support article will show you how to perform an export from People (CRM).

Import Member Anniversary Dates

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How to import your members Anniversary Dates into their profiles.

How to Navigate User Profile

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Using the Batch Tools in the CRM

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Understanding the Batch Tool functions.

How to Create a New Form

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How to create a new form.

How to add a new client

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How to add a new client and set up their membership

How do I remove an Instructor who isn't with us any longer?

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How do I remove an Instructor