Adding/Removing Mailing Lists (Bulk) You can bulk add or remove clients on and off a Mailing List. This can either be all clients, or...
Finding Clients with (or without) an Email Address When putting people onto your Reports > Browse List you can remove clients who have (or have not) got an...
Inactivating / Deleting Regular Payments The best practice is to make a regular payment (gift/membership/subscription) inactive should it no longer be required. However there is...
Deleting a payment You can remove an entered payment against a client by going to the Client > Payments tab where you will...
Deleting Clients In some situations you may want to delete a client in Profiler. It is preferable you make them inactive or...