Contact Management
Revision as of 21:36, 3 April 2017 by Cpetterson (talk | contribs)
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.
Contents
Adding a New Organization Contact
- Click the Quick Actions Button
- Click Contacts - Add Organization
- Fill in the Contact Information
- Phone, email or website - once this field is entered, a drop-down list will be displayed to select further details
- Address Information (optional)
- Individuals (optional)
- 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
- Click the Quick Actions Button
- Click Contacts - Add Individual
- Fill in Contact Information
- General
- Phone/Emails/Sites – when this information is entered, and additional text box will be displayed to provided further details
- Address
- Organization – you can associate the individual to an existing organization contact, or assign a new organization.
- Click Done
Managing Contacts
Updating Contact Profile Information
- 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.
- On the profile tab, you may update the following information:
Add Additional Contact Info
- Click the + icon in the Contact Info Section.
- On the Add Contact Info screen you may add additional phone numbers, email addresses, address information, etc.
- Click Done when completed.
Add Additional Contacts to an Organization
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