Contact Fields

Individual

Business

Section

Field(s)

✔️

✔️

Contact Overview > Contact Info

Email

• Email address
• cc Email
• Type
• Primary

✔️

✔️

Contact Overview > Contact Info

Phone

• Phone Number
• Type
• Primary

• For Internal Use Only R

✔️

✔️

Contact Overview > Contact Info

Site

• Web Address
• Type
• Primary
• URL Text
• For Internal Use Only R

✔️

✔️

Contact Overview > Contact Info

Address - all address info

✔️

✔️

Header > Edit Business/Individual button

Account Number

✔️

Header > Edit Individual button

Contact’s Name

• First Name
• Last Name
• Middle Name
• Suffix
• Prefix
• Common Name
• Title

✔️

Header > Edit Business button

Org/Business Name

✔️

✔️

Header > Edit Business/Individual button

Email

• Email Address
• Type

✔️

✔️

Header > Edit Business/Individual button

Phone

• Phone Number
• Type

✔️

✔️

Header > Edit Business/Individual button

Site

• Web Address
• Type

✔️

✔️

Header > Edit Business/Individual button

Address - all address info

✔️

Header >  > Merge Contact

All contact info noted above for Individual contacts

✔️

Header > > Merge Business

All contact info noted above for Org/Business contacts

✔️

✔️

Header > > Delete Contact

Contact is removed

✔️

✔️

Contact Overview > Contacts (Org-Ind contact relationships)

• Contact relationship and all Individual/Org contact info
• Primary Contact designation

Membership Fields

Individual

Business

Section

Field(s)

✔️

✔️

Left Menu > Memberships > Memberships tab > Add Membership window

• Membership Type
• Exp. Date
• Join Date
• Status
• Owner Contact
• Owner Email
• Billing Contact
• Billing Email
• Spike Contact
• Primary Contact
• Primary Contact Email
• All related contact’s info

✔️

✔️

Contact Overview > Memberships >  > Add New Membership

• Membership Type/Level
• Exp. Date
• Join Date
• Status
• Owner Contact
• Owner Email
• Billing Contact
• Billing Email
• Spike Contact
• Primary Contact
• Primary Contact Email
• All related contact’s info

✔️

✔️

Contact Overview > Memberships >   > Upgrade/Downgrade Membership

• Membership Type/Level
• Exp. Date
• Status
• Owner Contact
• Owner Email
• Billing Contact
• Billing Email
• Primary Contact
• Primary Contact Email

✔️

✔️

Contact Overview > Memberships > > Drop or Delete Membership

• (Drop) End Date
• (Drop, Delete) Status

✔️

✔️

Contact Overview > Memberships > > Re-Activate Membership

• Membership Type/Level
• Exp. Date
• Chapter [restored]

✔️

✔️

Contact Overview > Membership > click membership name to open Membership Details window

• MSN
• Primary Contact
• Billing Contact