Contact Management

This is a test page for v10 WIKI

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