Upcoming Birthdays, Anniversary, Member, Member Since, Applied and Applied On are Now Standard in the CRM

We started to merge our member and CRM experiences into one, as majority of your data is from members.


Within the CRM, at quick glance, you can now see flags of whether or not someone is an active member or was a member, in addition to when they originally joined.

You can even see when they submitted their application.

As well as easy access to see upcoming birthdays and anniversaries.

This data is more prominent in the CRM and on the CRM profile.

You can even include this data in data exports.

Additional Help Tutorials

Find more ways to grow on PeopleVine.

Mid January Updates - Media Gets an Update

See what was added in mid January to help you do more with PeopleVine

Posted January 10, 2020

Early January Updates

We continue to roll out fixes and features to expand your use of PeopleVine, see what's happened in early January.

Posted January 7, 2020

See What was Added the Last Few Weeks of 2019

We added over 2,500 new features, fixes and improvements in 2019, can't wait to see what we do in 2020. Here are some of the things we added in the last few weeks of the year.

Posted December 31, 2019

How Does PeopleVine Integrate with and Leverage Social Networks

We currently integrate with Facebook, Twitter, Instagram and LinkedIn for specific functionality. Read the article to learn more on how you can leverage these capabilities.

Posted December 29, 2019

Check out What Changed Towards End of December

We made some updates just before the new year, see what we changed.

Posted December 26, 2019

Mid-December Platform Update

For smaller updates, we are including a brief overview of the addition to the platform.

Posted December 19, 2019

Leverage an Existing Newsletter to Create a Reusable Snippet to Use in Future E-mails

You can take an existing newsletter, copy and paste the source and use this to create a new t

Posted December 18, 2019

Recent Updates to the Platform

See some of the recent updates made to the platform.

Posted December 13, 2019

See Your Account Receivables and Auto Charge Monthly

Don't let your invoices go unpaid. Follow this article to see how you can monitor your Account Receivables and ensure you're paid every month.

Posted December 3, 2019

Looking to Hide Items on PDF Receipts and Online Reciepts

Learn how to hide certain products from showing up in the customer's view.

Posted December 2, 2019

Using the House Account Payment Option at the POS

See how to use the House Account payment option in your POS that is connected to PeopleVine.

Posted November 25, 2019

Add Venue Locations to Your Event Setup

You can customize the list of locations where you host your events by following these steps. You can use it to provide locations that are within your space or remote locations.

Posted November 19, 2019

Need to Resend an E-mail/Newsletter to Someone Individually? And even include cc.

You can use the Send Email feature on the CRM to send an e-mail directly to a person, using an existing template.

Posted November 15, 2019

How to Setup a Portal to Allow Your Partners/Operators to Redeem Gift Cards

See how to setup a portal designed for your partners to redeem rewards/gift cards.

Posted November 14, 2019

Integrating and Configuring your Aireus POS with PeopleVine

This step-by-step guide will show you how to utilize the Aireus POS integration with PeopleVine and configure the initial pieces.

Posted November 13, 2019

© PeopleVine 2020. Powered by PeopleVine. Terms of use | Privacy & cookies