{"id":4745,"date":"2023-12-12T12:19:41","date_gmt":"2023-12-12T10:19:41","guid":{"rendered":"https:\/\/www.kananas.com\/en\/?page_id=4745"},"modified":"2026-06-10T18:14:18","modified_gmt":"2026-06-10T16:14:18","slug":"members","status":"publish","type":"page","link":"https:\/\/www.kananas.com\/en\/documentation\/members\/","title":{"rendered":"Members"},"content":{"rendered":"<div class=\"breadcrumbs align wp-block-bcn-breadcrumb-trail has-text-color has-background\" vocab=\"https:\/\/schema.org\/\" typeof=\"BreadcrumbList\">\n\t<span><\/span>\n\t<span property=\"itemListElement\" typeof=\"ListItem\"><a property=\"item\" typeof=\"WebPage\" title=\"Go to Kananas.\" href=\"https:\/\/www.kananas.com\/en\" class=\"home\" aria-current=\"page\"><span property=\"name\">Kananas<\/span><\/a><meta property=\"position\" content=\"1\"><\/span><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Kananas allows you to manage all your contacts, whether they are members, suppliers, donors, volunteers, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The different types of contacts can be configured in settings\/repository: contact types. You can change the contact type at any time, an external person can become a member for example, without having to re-enter their file.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Contacts can be added to your database manually from the Backoffice, automatically online via the registration form, or by <a href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/member-import\/\" data-type=\"page\" data-id=\"4828\">file import<\/a>.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-1024x623.png\" alt=\"\" class=\"wp-image-5804\" title=\"association members list\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-1024x623.png 1024w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-300x183.png 300w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-768x467.png 768w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-1536x935.png 1536w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-2048x1247.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\">Contact files contain :<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>identification information: last name, first name, address etc.<\/li>\n\n\n\n<li>information related to the personalization of files.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/access-rights\/\" data-type=\"page\" data-id=\"4822\">access rights<\/a>: list of authorizations and access to the software.<\/li>\n\n\n\n<li><a href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/cart\/\" data-type=\"page\" data-id=\"4834\">the cart<\/a>: list of all purchases and payments for the contact<\/li>\n\n\n\n<li>the schedule: list of all past and future <a href=\"https:\/\/www.kananas.com\/en\/documentation\/planning\/\" data-type=\"page\" data-id=\"4879\">activities<\/a> to which the contact is assigned.<\/li>\n\n\n\n<li>the <a href=\"https:\/\/www.kananas.com\/en\/documentation\/documents\/\" data-type=\"page\" data-id=\"4885\">documents<\/a> attached to his file<\/li>\n\n\n\n<li>the log: list of all actions carried out on the file<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can organize your contact database according to several criteria :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Type: member, donor, etc.<\/li>\n\n\n\n<li>Category: office, supervisor, etc\u2026<\/li>\n\n\n\n<li>Status: active, deregistered, etc.<\/li>\n\n\n\n<li>Tag: label that you place on the file, example: \u201cto be completed\u201d<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Files can be modified from the Backoffice by authorized people only. The contact can also access their file from their <a href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/member-portal\/\" title=\"Member portal\">member portal<\/a>, and modify certain information: address, telephone number, etc.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Searching for a contact<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To search use the search button at the top of the page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Nb: it is also in this part that you can indicate the number of folders that you want to appear on a page.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"623\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-1024x623.png\" alt=\"\" class=\"wp-image-5806\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-1024x623.png 1024w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-300x183.png 300w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-768x467.png 768w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-1536x935.png 1536w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-2048x1247.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Collective actions<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">To save time, you can select several files and perform certain actions collectively:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Assign to an activity<\/li>\n\n\n\n<li>Add product<\/li>\n\n\n\n<li>Add a tag<\/li>\n\n\n\n<li>Change category<\/li>\n\n\n\n<li>Change rights<\/li>\n\n\n\n<li>Change entity<\/li>\n\n\n\n<li>Change status<\/li>\n\n\n\n<li>Change type<\/li>\n\n\n\n<li>Send a text message<\/li>\n\n\n\n<li>Send a standard document<\/li>\n\n\n\n<li>Send an email<\/li>\n\n\n\n<li>Force balance<\/li>\n\n\n\n<li>Print a sample document<\/li>\n\n\n\n<li>Remove a tag<\/li>\n\n\n\n<li>Reset password<\/li>\n\n\n\n<li>Delete<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"594\" src=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-1024x594.png\" alt=\"\" class=\"wp-image-5807\" srcset=\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-1024x594.png 1024w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-300x174.png 300w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-768x446.png 768w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-1536x892.png 1536w, https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-2048x1189.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Deleting contact records<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Contact records that you delete are moved to the Trash, where you can restore them if you believe they were deleted by mistake. The Trash is available from the <strong>Contacts<\/strong> menu under the <strong>Trash<\/strong> tab.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you empty the Trash, all records it contains will be permanently deleted.<\/p>\n\n\n\n<div style=\"height:40px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">To learn more about contact management<\/p>\n\n\n<ul class=\"wp-block-page-list\"><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/member-import\/\">Member import<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/customizing-folders\/\">Customizing folders<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/customizing-views\/\">Customizing Views<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/access-rights\/\">Access rights<\/a><\/li><li class=\"wp-block-pages-list__item has-child\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/\">Membership<\/a><ul class=\"wp-block-navigation__submenu-container\"><li class=\"wp-block-pages-list__item \"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/automatic-membership\/\">Automatic membership<\/a><\/li><li class=\"wp-block-pages-list__item \"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership\/season-change\/\">Season change<\/a><\/li><\/ul><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/tag-folders\/\">Tag folders<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/cart\/\">Cart<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/family-management\/\">Family management<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/notes\/\">Notes<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/member-portal\/\">Member portal<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/membership-cards\/\">Membership cards<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/statistics\/\">Statistics<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/donations\/\">Donations<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/associative-pass\/\">Associative pass<\/a><\/li><li class=\"wp-block-pages-list__item\"><a class=\"wp-block-pages-list__item__link\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/medical-certificate\/\">Medical certificate<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"<p>Kananas allows you to manage all your contacts, whether they are members, suppliers, donors, volunteers, etc. The different types of contacts can be configured in settings\/repository: contact types. You can change the contact type at any time, an external person can become a member for example, without having to re-enter their file. Contacts can be &#8230; <a title=\"Members\" class=\"read-more\" href=\"https:\/\/www.kananas.com\/en\/documentation\/members\/\" aria-label=\"Read more about Members\">Read more<\/a><\/p>\n","protected":false},"author":1,"featured_media":0,"parent":4864,"menu_order":3,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-4745","page","type-page","status-publish"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO 5.0.1.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"Kananas allows you to manage all your contacts, whether they are members, suppliers, donors, volunteers, etc. The different types of contacts can be configured in settings\/repository: contact types. 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