Users and Data

Understand how to manage users, email addresses, duplicates, integrations with Raiser's Edge NXT and Salesforce and more

33 articles in this collection
Written by Ginu George, Jishin, Vaibhav and 4 others

How can I submit new Alumni data for adding it to the database?

Overview of the steps & guidelines to follow while submitting alumni data for bulk upload.

Written by Pranay Pradhan
Updated over a week ago

Managing Email Address for a record

Saving multiple emails for your constituents

A brief on how to add multiple email addresses and understanding the changes associated with it

Written by Ginu George
Updated over a week ago

Updating multiple email addresses on a record

adding and deleting email addresses for a record

Written by Jishin
Updated over a week ago

What happens when you mark an email address as Primary?

see how a primary email address on a profile works

Written by Sarita Markande
Updated over a week ago

Understanding the Email Status

see what are the different email status and what it means

Written by Pranay Pradhan
Updated over a week ago

Understanding Email address and its properties

take a look at the properties associated with each email address

Written by Rohit Agarwal
Updated over a week ago

Resetting an email status

See how to reset email status for email addresses that are bounced or invalid.

Written by Mitesh Shah
Updated over a week ago

How to Unsubscribe a user from email communication?

see how an admin can unsubscribe a user from email communication and also how a user can unsubscribe themselves

Written by Sarita Markande
Updated over a week ago

FAQs on Email addresses

Here are some commonly questions on email address

Written by Sarita Markande
Updated over a week ago

User Management

Why do certain records have no name? What can the admin do?

Written by Pranay Pradhan
Updated over a week ago

Approving users from the Data Studio and All Users.

Written by Pranay Pradhan
Updated over a week ago

How to remove/archive/delete a record and a user from the platform

See how to archive a record and delete a user from the site

Written by Sarita Markande
Updated over a week ago

'Users' vs 'Profiles'

The difference between a 'User' and a 'Profile'

Written by Jishin
Updated over a week ago

Listed & Unlisted Records

We have standardized functionality around how a record is treated on the online directory, and on communication center.

Written by Ginu George
Updated over a week ago

Invite your friends to the platform

Invite your friends on Facebook, LinkedIn, Twitter or Email from within the alumni platform.

Written by Jishin
Updated over a week ago

Create a new record

Create new user profiles manually

Written by Jishin
Updated over a week ago

List of All Registered Users

Written by Jishin
Updated over a week ago

Understanding the Registration Status

Written by Ginu George
Updated over a week ago

Merge duplicate profiles

How to merge two profiles that are found to be duplicated

Written by Jishin
Updated over a week ago

FAQs on Duplicates/Merging Profiles

FAQs on Duplicates, What is Master/Original Record, What is Registered Users and Other Profiles, and some best practices

Written by Sarita Markande
Updated over a week ago

Integrate your Facebook page to get engagement analytics

How to integrate your facebook page with the platform to get data on how your alumni are interacting with your social media posts

Written by Jishin
Updated over a week ago

User Directory FAQs

Written by Sarita Markande
Updated over a week ago

Setting up access to the features on platform(Access Control)

Access to the features like Directory, Events, Jobs, Fundraising, Gallery, Needs, etc. can be set based on Affiliation and Membership Type

Written by Sarita Markande
Updated over a week ago

Raiser's Edge Integration

How to move Gift List on Webview (RENXT) to Database (RE) with a single click?

When the gifts are moved from Almabase to RENXT, a Gift list with all the gifts is created on RENXT (Webview).

Written by Vaibhav
Updated over a week ago

Connect Raiser's Edge NXT to Microsoft Power Automate for integration with Almabase

see how to connect your Raiser's Edge NXT account to MSPA to set up integration with Almabase

Written by Sarita Markande
Updated over a week ago

Almabase & RE NXT

Setting up your Almabase integration with Raiser's Edge NXT

Written by Ginu George
Updated over a week ago

Connect Raiser's Edge NXT with Almabase

Step by step instructions on how to connect your Raiser's Edge NXT to Almabase to start syncing contact information on records.

Written by Sarita Markande
Updated over a week ago

System Record ID on Raiser's Edge NXT

What is System record ID? How to export the constituent system record ID? Does the System Record ID need to match the Constituent ID?

Written by Sarita Markande
Updated over a week ago

The default setup for data sync between Raiser's Edge NXT and Almabase integration

Default rules/settings applied when manually importing data from RE NXT and exporting data to RE NXT

Written by Sarita Markande
Updated over a week ago

Keeping track of changes that need to be sync'd with your database

What is the purpose of 'Ignore this data' ?

Written by Ginu George
Updated over a week ago

Salesforce Integration

Connect Salesforce with Microsoft Power Automate to integrate with Almabase

see how to connect your Salesforce account to MSPA to set up integration with Almabase

Written by Sarita Markande
Updated over a week ago

Getting Started with Salesforce

Written by Vaibhav
Updated over a week ago

The default setup for data sync between Salesforce and Almabase integration

Default rules/settings applied when manually importing data from Salesforce and exporting data to Salesforce

Written by Vaibhav
Updated over a week ago