Novi AMS

Learn more about what it means when you see the message "There were issues saving the customer. Please correct and try again."

Editing Customer Records At The Same Time As Someone Else

Learn how to grant management access so that people are able to update their company's profile.

Granting Management Access to People Under Companies

Convert a record from a company to a person, or person to a company.

How To Change Company Records to People & People Records to Companies

How to resolve conflicts between member record (customer) names and employee names.

Error Message: Employee has the Same Name as a Customer

Learn how Novi AMS automatically deciphers whether a QuickBooks customer is a person or a company.

Converting QuickBooks Customer Records into People & Companies in Novi AMS

It is possible to find misspelled county names, counties from out of state(s) you serve, and other strange items in the County/Parish field.

Strange Data in the Member Record's Shipping County Drop Down Menu

Learn how to update the Member Types and Expiration Dates on multiple records as a batch action.

Advanced: Update Member Types and Membership Expiration Dates in Bulk

Even for "small" changes, the Novi team will never quote less than 2 hours for a database script.

Salesforce.com: A Case Study for Why Database Scripts Take Time

Troubleshooting why you aren't finding data you're looking for in Novi.

Where did my data go in Novi?

Pete Zimek, CAE

Melisa Smith

Jenn Norman, CAE

Troubleshooting

Association Management Software

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.