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Setup & Settings
Setup & Settings
Set up Novi AMS to work the way your association works.
By Pete and 6 others
7 authors
28 articles
General
Novi Basics: Terminology
Daily Digest Overview
Audit Log: Who Changed What & When
Managing Association Admins
Email Blocklist
Available Columns in List Views & Exports
Quick Create & Recently Viewed in Novi
Member Directory Search Bar & Keywords
Does Novi Backup My Membership Data?
Association Settings
A Guide to Association Settings
Editing Individual and Company Parent Record Settings
Managing Analytics & Scripts Through Association Settings
Association Settings: Transactional Emails
Add Custom Words to Your Spam Filter
Setup
Clean Up Your Dirty Data with DataMaid by Novi AMS
Multi-factor Authentication
Proofing QuickBooks Sync to Novi AMS
Terms of Service & Privacy Policy
Out Of Office Automatic Emails
Customization
Creating Custom Fields in Novi
Smart Renewal Notices: How to Send Custom Emails for Membership Renewals
Add Custom Fields to Directory Profiles
How To Edit "Set of Options" Custom Fields
Support
Novi AMS Platform Uptime & Status
Receiving Customer Support & Updates via Intercom
Reporting Bugs
Saved Credit Card Fraud Prevention
Novi Notes and Help Resources