How To Create A Contact
Creating a Contact This guide describes how to create contacts. To create a contact, you can select the CREATE CONTACT icon in the Contacts bar on the home page. Alternatively, you can select the Contacts icon in the top menu bar then select the Create icon in the menu bar at the left-hand menu of […]
Introduction to the Contact App
How To Create A Contact
Creating a Contact This guide describes how to create contacts. To create a contact, you can select the CREATE CONTACT icon in the Contacts bar on the home page. Alternatively, you can select the Contacts icon in the top menu bar then select the Create icon in the menu bar at the left-hand menu of […]
How To Edit A Contact
Updating a Contact To edit a contact, navigate to the Contacts section of the application by selecting Contacts in the main menu or by using the FIND CONTACT icon on the homepage. Search for the contact you wish to edit and select the contact. You will see all of the contact’s information including their street […]
How To Find A Contact
How to find contacts that meet specific criteria.
How To Import Contacts
How to import data.
How To Merge Contacts
Merging Contacts A common problem users encounter is having multiple Contacts representing the same person. This can cause confusion as staff become unsure of which Contact is up to date and can create unnecessary extra data to manage. A solution to this issue is Contact Merge, the ability to combine two Contacts into one. This […]
How To Associate Contacts And Organizations
Linking Contacts And Organizations Some contacts are associated with specific organizations, for instance they may be employees, a member of a union, or a member of a community group. There are two ways to link Contacts and Organizations: Link an Organization to a Contact Add Contacts to an Organization 1) Linking an Organization to a […]
FAQ: What Is The Difference Between A Contact And An Organization?
Difference Between Contacts And Organizations There are two types of contacts in foreAction: a contact and an organization. Contacts represent a person while organizations represent a business, union, community group, or other association of people. Both are very similar but there are a few differences you should be aware of. Contacts contain more information than […]
FAQ: What Does Marking A Contact As Deceased Do?
Marking a Contact as Deceased When marking a Contact as deceased, you’ll see the word deceased at the top of the Contact’s page. Practically, marking a Contact as deceased does the following: They are not included in Target Criteria results They are not included in new canvasses If they weren’t marked as deceased when […]