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Articles

  • OnDemand: Merging Organizations

    Overview You may want to combine two accounts because they are duplicates or to make them easier to manage. This process will merge all data, including all people, notes, activities, and accounting.  ...

  • OnDemand: Editing Organization Phone Number

    Overview You may need to configure the phone number associated with an organization in OnDemand.   Information To edit the organization phone, do the following: Connect to your instance of OnDemand. O...

  • Changing the Company Logo

    Overview If your company changed the logo, you will need to have it updated everywhere it is used.   Information Since the company logo is used on the website, invoices, certificates, etc, it must be ...

  • Changing Log In/ Database name

    Overview You may have a second database name and want to see if you could get that changed.   Information Here are the steps to change your instance name: Log in to gomembers OnDemand. In the top righ...

  • OnDemand: How to replace all people and org data

    Overview You may want to replace all the people and org data you have, by deleting the old ones and importing new data. For example, this could be done if you want a fresh start to your organization. ...

  • Investigating suspicious users

    Overview It is possible that you may want to investigate a user to make sure they are not attempting to hack into your system or engage in any other sort of malicious activity. Solution To help determ...