FAQ

How to upload a file to a specific Contact

On the Contact Detail Screen, use the --actions-- pulldown menu option "Upload a file or Document"

Formatted Text

How to insert a hyperlink in a formatted text field

see https://houghtonsolutions.net/wiki/index.php?title=User_Guide#Formatted_Text_Fields

How to insert an image in a formatted text field

see https://houghtonsolutions.net/wiki/index.php?title=User_Guide#Formatted_Text_Fields

Contacts

How To Import Contacts

You can import Contacts into HS from either csv files or vCards.

Both options are available from the Tools menu on your Home Screen. Navigating to these screens will give you detailed instructions on specific steps.

When importing, choose the Source code to assign to new Contacts. If Contacts already exist, their record will be updated with any new information, but the Source will not change since it represents how they first engaged with your organization.

Tip: You may use this tool to Tag a set of contacts, by using the Source Detail Screen's optional Associated Tag field. Although the import won't change the Source for pre-existing Contacts, it will Tag them if you set this field on the Source record you choose when you import.

Payments/Donations

How to manually enter a transaction

Cash, check and other transactions may be manually entered from the Contact Detail Screen, using the blue button in the Contact's Payment/Donation history section.

Note: Manually entered payments may be modified or deleted whenever necessary.

Email issues

How to detect HS email auto-responders that failed to send

Go to Reports->Contact Reports->Contact Activity Report

Then choose the following filters: Activity type "Email", and Result "Error - failed to send"