Feb 10, 2021
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- Click the icon.
- Select Contacts from the app menu. A list of all contacts in your database will be displayed.
- Scroll through your list of contacts to locate the desired contact, or click the filter icon to filter the list. The list may be filtered by contact type, membership status and/or category.
The Contacts module displays three tabs:
Tab | Description |
---|---|
Displays the Contact's Information. This includes general contact information, membership information, billing information, list & committees, and, if working with an individual, Hub information. | |
Displays the individuals associated with the contact, if the contact is a business and the businesses the contact is related to if the contact is an individual. | |
Displays communications (notes, emails, etc.) with the contact. |