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 Organization/Business Contact Profile Information

The Profile tab for a contact provides the ability to update a variety of information about a business/organization.

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

This function allows you to add additional email, phone, address information to a contact.

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/Buisness

1. On the Contact Profile tab, click the + sign adjacent to Contacts. The Add New Contact screen will display.
2. Enter the desired information for the new contact.
3. Click Done.

Add/Remove a Business/Organization to Lists/Committees

1. On the Contact Profile tab, click the pencil icon adjacent to Lists/Committees. A list of the lists/committees that are configured in your system will be displayed. Those lists/committees to which the contact already belongs will be select. Deselect the check-box to remove the contact from a list/committee.
2. Click the check-box for those list/committees to which you wish to associate this contact.
3. Click Done.

Update a Business/Organization Categories

1. On the Contact Profile tab, click the pencil icon adjacent to Categories. A list of the categories that are configured in your system will be displayed. Those categories to which the contact already belongs will be selected. Deselect the check-box to remove the contact from a category.
2. Click the check-box for those categories to which you wish to associate this contact.
3. Click Done.

NOTE: You may also update business categories on the Web Content page.

Assign Staff to a Business/Organization

1. On the Contact Profile tab, click the + icon adjacent to Assigned Staff.
2. On the Assigned Staff screen:

   • Select a Related Person' from the drop-down list. All of your staff members will be displayed in the list. You may add additional related persons by clicking the + icon.
   • Select a Relationship Type from the drop-down list. You may add relationship types by clicking the + icon.

3. Click Done.

Add Related Organizations to a Business/Organization

1. On the Contact Profile tab, click the + icon adjacent to Related Organizations.
2. On the Related Organization screen:

   • Type in the Related Organization name. If the related organization exists in the database, the field will automatically populate. If the related organization does not exist in the database, you will first need to set it up as a contact prior to setting up the relationship.
   • Select a Relationship Type from the drop-down list. You may add relationship types by clicking the + icon.

3. Click Done.

Updating Contact Web Content

Content displayed on your web-site may be updated on the More Info tab of a contacts page. You may maintain internal notes, fill in description of the contact, enter key words, and manage custom fields.

You may also manage a contacts directory listing and web content of the Web Content tab of the contacts page.