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Setup & Settings
Setup & Settings
Set up Novi AMS to work the way your association works.
+4
19 articles in this collection
Written by
Pete Zimek,
Jenn Norman,
Melisa Smith
and 4 others
General
Novi Basics: Terminology
Learn some of the basic terminology associated with using the Novi AMS Platform with this glossary of terms.
Written by
Jenn Norman
Updated this week
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
A Guide to Association Settings
Learn how you can manage your contact information, update your logo, customize and enable features, and more from Association Settings.
Written by
Sabrina Balthrop
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: How to Send 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 over a week ago
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