People Database (CRM) Overview
The people database in Aplos stores all contact information and activity in one location for all of the people who...
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Contact Database
Customize your contact database to manage how you can track the information that is most important to your organization.
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Importing And Updating Contacts
Adding New Contacts: If you’re setting up your Aplos account and already have a list or file of your contacts... -
How To Create And Edit A Contact For An Individual Or Company
The contact database in Aplos allows you to keep contact information for your vendors, donors, and supporters. Any payee or... -
People Based Reports
Contact List Report In the Reports section of Aplos, there are many reports that are connected to the people database.... -
Manage Contact Details For An Individual Or Company
Viewing Contact Details On A Contact Record The Contact Record stores all information about a specific contact, including contact details,... -
How To Use Custom Fields
Contact Configuration If you have collected data for your contacts, but don’t have that field available within Aplos, you can... -
Deleting a Contact
Users can delete a contact from their database and any stored information associated with the contact. If a contact has... -
Merging Contacts in Aplos
If you notice that you have multiple contacts for the same individual you can merge contacts within Aplos to consolidate the information...
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