Setup & Settings

Set up Novi AMS to work the way your association works.

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18 articles in this collection
Written by Pete Zimek, Jenn Norman, Melisa Smith and 3 others

General

Novi Basics: Terminology

Learn some of the basic terminology associated with using the Novi Platform.

Written by Jenn Norman
Updated over a week ago

Daily Digest Overview

Learn when the Daily Digest email is sent and what information is included.

Written by Melanie Dupont
Updated over a week ago

Audit Log: Who Changed What & When

A brief overview on how to determine what information was changed and who made changes to members, events, blog posts, and other sections.

Written by Pete Zimek
Updated over a week ago

Member Directory Search Bar & Keywords

Learn more about how the member directory search bar uses keywords to find the members that you're looking for.

Written by Jenn Norman
Updated over a week ago

Does Novi Backup My Membership Data?

Your membership data is mission critical to your organization, and Novi is here to help ensure you don't lose any of it.

Written by Spencer Goad
Updated over a week ago

Association Settings

Individual and Company Parent Record Labels and Descriptions

Differentiating the frontend terminology used regarding family relationships between records.

Written by Melisa Smith
Updated over a week ago

Managing Analytics & Scripts Through Association Settings

Written by Melisa Smith
Updated over a week ago

Setup

Clean Up Your Dirty Data with DataMaid by Novi AMS

Learn how to connect, run and clean-up your dirty data!

Written by Jenn Norman
Updated over a week ago

Proofing QuickBooks Sync to Novi AMS

Tips for ensuring that QuickBooks and Novi AMS are sync'd correctly.

Written by Pete Zimek
Updated over a week ago

Terms of Service & Privacy Policy

Sample Documents for Educational Purposes Only

Written by Pete Zimek
Updated over a week ago

Out Of Office Automatic Emails

Learn how to set up an automated out of office message when your website visitors reach out on the Contact Us page.

Written by Jenn Norman
Updated over a week ago

Customization

Smart Renewal Notices: Custom Emails for Membership Renewals

Review and edit the email messages that are sent to your members for renewal invoices and auto-pay notices.

Written by Melanie Dupont
Updated this week

Custom Fields for Member Directory Profiles

Learn how to add custom fields to your member directory profiles.

Written by Jenn Norman
Updated over a week ago

Creating Custom Fields in Novi

Learn how to create a custom field that can be added to member records and event registration forms, and also see some common examples.

Written by Jenn Norman
Updated over a week ago

How To Edit "Set of Options" Custom Fields

Learn how to add, remove, rename, and change the display order on a "set of options" custom field.

Written by Melanie Dupont
Updated over a week ago

Support

Novi Notes and Help Resources

Use Novi Notes to document internal processes.

Written by Jaime Morgan, CAE
Updated over a week ago

Reporting Bugs

Learn how to help the Novi AMS support team resolve issues quickly.

Written by Pete Zimek
Updated over a week ago

Receiving Customer Support & Updates via Intercom

Learn how to use Intercom ("the blue bubble") to communicate with the Novi AMS Support and Product teams.

Written by Melisa Smith
Updated over a week ago