Managing Accounts

Accounts should be created using Quick Account Entry which is accessible by: Going to Accounts – New Account OR In the Search Accounts screen click on the "Quick Account"  button (lower left corner) OR In the Open Accounts ...

There are a few different ways to open an account: Key in the Account ID by on the main toolbar and Enter. Press the 'Open Accounts' button on the main toolbar Click on the smart search icon  to the right of open account on the main toolb...

Related accounts link one account to another, so that you know what the relationship is between the two accounts. For example when linking a son to his parents, the link on the son's account would say "his parents" and on the parents account it woul...

Merge accounts is used to merge duplicate accounts to create a single account. Most often this gets used when two accounts were created in the system for the same individual. This puts all information listed under Account #1 (contact logs, associati...

Duplicate management is vital for a clean database. To prevent families from receiving inaccurate or duplicate mailings, it is important for each family to have a single account in Admire. Under the Accounts menu, click the option “Manage Duplicate...

BACKGROUND: When a student, or other individual, becomes an adult (often when they become an alumnus ), schools/organizations often like to create a new account for them personally, as opposed to having them remain solely on their parents’ accou...

BACKGROUND: When a student, or other individual, becomes an adult (often when they become an alumnus ), schools/organizations often like to create a new account for them personally, as opposed to having them remain solely on their parents’ accou...

Overview NCOA (National Change of Address) is now built into Admire. NCOA updates the addresses in your database by transmitting the list of addresses and returns the results directly back into Admire. You can then easily update moves and coded a...

Donor Classes You may want to set up different categories of Donors in your Database in order to classify them by what degree they donate to your cause. To set up these Donor Classes follow these instructions:  Go to Tools > Donor Class ...