📄️ 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
Advanced find allow to search across the system. From there, it is possible to select the columns to display and criterias for the research. It is then possible to save your request to reuse it.
📄️ 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.