Novi AMS

Find addresses with missing billing and/or shipping address, and quickly update them!

Address Cleanup Tool

Check your QuickBooks records for duplicates, ambiguous records, and invalid formatting.

QuickBooks Analyzer Tool

Learn how to merge customer records (companies and people) in QuickBooks and why this is the only option for two records that have deposits.

Merge Duplicate Records in QuickBooks

Learn how to merge a company or person in Novi AMS, and when it's more appropriate to merge directly in QuickBooks.

Merge Duplicate Records in Novi AMS

Learn how to process customers merged away in QuickBooks Online.

How To Process Deleted Customers in the "QuickBooks Merges" List

Different scenarios you may come across when merging two records using their parent's addresses.

Deep Dive: Merge Member Records that Inherit Their Parents' Addresses

Learn more about when and how to deactivate a member record. Also see how to reactivate a record.

Deactivate or Reactivate a Member Record

Learn how to set up international addresses on your records

International Addresses

Learn how to build a Census to ensure your member data is up-to-date with minimal effort.

Create a Census to Verify Profile Details or Staff Rosters

Learn how to review Census responses, manage existing Census requests, mark a census as complete on a member's behalf, and approve or archive member submissions from the backend.

Reviewing & Managing Census Responses

Use the Update Profile Data batch action to update profile fields, Member Type, Parent Member, or Membership Dates across multiple records at once.

Advanced: Update Profile Data in Bulk

Melanie Dupont

Jenn Norman, CAE

Melisa Smith

Data Clean-Up 

Create a custom design with text, images, and links

Association Management Software

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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