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Organisation Management

Organisation Management

Adding Users to an Organisation

How to add users to an organisation.
Written by Jenna Payne
Updated on July 13, 2023
Roles in Showing Scene

How to check or change role permissions.
Written by Jenna Payne
Updated on July 25, 2023
Creating Dropdown Menus and Options in the CRM

Has a dropdown menu not got the options you were hoping for? This might help...
Written by Jenna Payne
Updated on July 25, 2023
Changing an Individual's Marketing Preferences

How to change the marketing preferences for an individual within your CRM
Written by Jenna Payne
Updated on December 5, 2023
Merging Contacts

How to merge contacts on Showing Scene
Written by Jenna Payne
Updated on January 31, 2024
Updating Tax Codes, Account Codes and Tracking Codes

Updating your tax codes, account codes and tracking codes.
Written by Jenna Payne
Updated on November 14, 2024
Accounts Reporting

Notes on the use of our Accounts Report to import into your accounting software.
Written by Jenna Payne
Updated on November 14, 2024
Disabling Postcode Validation Checks in Stripe

How to disable the postcode validation checks that are undertaken by Stripe
Written by Jenna Payne
Updated on November 1, 2023
Organisation Settings

A guide to completing your Organisation Settings
Written by Jenna Payne
Updated on November 19, 2024