Contact Management

At its core, the membership management system is a sophisticated database with an easy to use interface that allows you to track and summarize all relevant data regarding your contacts and members. Adding contacts and updating information is a snap. You’ll never lose your contact information and you’ll have access to your data anytime, anywhere.

Adding a New Organization Contact

1. Click the Quick Actions Button
2. Click Contacts - Add Organization
3. Fill in the Contact Information
   1. Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details
   2. Address Information (optional)
   3. Individuals (optional)
4. Click Done

The new organization contact is now added to your database.

NOTE: Click the + button adjacent to an option to add additional contact information. For Example, click the + adjacent to Phone, email or website to add another contact option

Add New Contact - Individual

1. Click the Quick Actions Button
2. Click Contacts - Add Individual
3. Fill in Contact Information
   1. General
   2. Phone/Emails/Sites – when this information is entered, and additional text box will be displayed to provided further details
   3. Address
   4. Organization – you can associate the individual to an existing organization contact, or assign a new organization.
4. Click Done

Managing Contacts

Updating Contact Profile Information

1. Click Contacts in the Navigation Panel to view and search for the contact OR type the name of the contact in the header search box.
2. On the profile tab, you may update the following information:

Add Additional Contact Info

1. Click the + icon in the Contact Info Section.
2. On the Add Contact Info screen you may add additional phone numbers, email addresses, address information, etc.
3. Click Done when completed.

Add Additional Contacts to an Organization

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