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  • 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...

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