📄️ Column options settings
You like system views, but you would like to see a particular piece of information appear on your lists to be really effective. With the Column options tool it is possible to create this view, make it your default view, and even share it with a colleague so that you both are as productive and efficient in Membri365.
📄️ Advanced Find
The main menu gives you access to the most relevant tables in the database. Indeed, your daily tasks will lead you to want to consult lists of accounts, contacts, events and invoices to name a few.
📄️ Merge accounts and contacts
Merging eliminates duplicate accounts or contacts in Membri 365.
📄️ Sending Emails
It is possible to send emails directly from your Membri 365 environment. However, this feature must be enabled.
📄️ Charts
Charts creation is a feature of Dynamics 365 that makes it easier to display a view of your system. Charts must be associated with an entity in the environment and can be used in your dashboards.