Setting up your organization

Everything about creating users, setting permissions, and adding custom data tracking fields.

Setting up Custom Fields
Depending on the needs of your organization, you may want to track specific information for each contact. Therefore, you can create custom fields of informa...
Tue, 12 Aug, 2014 at 9:24 PM
Adding your first User(s)
Users is the title we at Fuze use to denote any leader who will be taking part in actually following up with contacts, whom they will be assigned. Adding al...
Tue, 12 Aug, 2014 at 10:05 PM
Setting up a Group
Once you have added all of your users, you are ready to create groups. To set up a group, select Groups in the sidebar menu. All organizations autom...
Tue, 12 Aug, 2014 at 10:09 PM
Managing Group Permissions
Once you have created a group and designated which members are in that group by adding them, it is time to set the group permissions. These permissions will...
Tue, 12 Aug, 2014 at 10:15 PM
Setting up tags
Tags are categories that you can create to help organize your contacts. They can be customized to fit any grouping you may encounter. Some examples of usefu...
Sat, 13 Oct, 2018 at 7:41 PM
Adding an Event
Events can be created to keep track of major milestones for your organization. For example, if you are a campus organization and host a recruitment event at...
Tue, 12 Aug, 2014 at 10:19 PM
Setting up Email Notifications
When setting up your organization, you will have the option of whether or not you would like users to receive update emails when they are assigned a new con...
Thu, 11 Sep, 2014 at 8:45 AM
Custom Field Notifications
Custom field notifications allow group leaders to receive an email when a contact has a specific response to a custom field. This is helpful for groups that...
Mon, 3 Apr, 2017 at 8:27 PM