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Toby Sterrett Apr 03, 2009 Tips & Tricks

Importing

You can easily import people into your Stafftool from either CSV files or vCard files. vCard files are the easiest since all you have to do is upload them and wait for them to be processed. If you have your people in a spreadsheet, CSV is the way to go. Just make sure your CSV file has a header row with titles so you can map your existing fields to those in Stafftool.

Exporting

You can export your records at any time. People can be exported to XML, vCards and CSV, Events to industry standard iCalendar format, Contributions to CSV for easy opening in spreadsheet programs.

Memberships & Logging In

Anyone in your database can be granted an account to log in with. Normal members can view all public people, groups and events, as well as private groups they belong to and events that belong to those groups. They can also edit their own information to keep their profile up to date. If you enable contribution tracking, they will also be able to see their giving history.

You can also assign people to be admins with expanded permissions that you can control. For instance, an admin can be granted permission to edit every person in the database, which is perfect for an office admin. Or, your bookkeeper can be granted permission to enter and view all contributions.

Calendar Subscriptions

You can subscribe to your calendars with any program that support iCalendar subscriptions, such as Apple iCal, Microsoft Outlook 2007, and Google Calendar.

 

more to come!