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

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"