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Quick Summary
You can create one or more Roles, for example Doctor, Forensic Scientist, Teacher
You can assign each of these roles to one or more contacts
Each contact can have multiple Roles
When a contact is given a role, a start date must be specified
Adding an end date is optional
Key screens
Manage Roles
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Roles box on a Contact Profile Page
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Watch the walkthrough
https://www.loom.com/share/bb7bfb893d144f46ad5915b2073a30ac
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Roles for Contacts
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You have to be an Organisation Admin to create and edit Contact Roles however any user can assign one of those Roles to a Contact |
Create a new Role
Manage your Roles
Assign a Role to a Contact
Edit a Contact’s Role Assignment
See a chart and table showing the transitions between roles
How to create a new Role
Steps
Go to the My Apps menu
Select Contacts
Go to the More Options menu on the Contacts page
Select Contact roles
From here you can create, edit and delete Contact Roles
Now when you go to a Contact Profile page, you will see a box on the left side called Roles. From here you can give a contract one or more roles
Manage your Roles
Steps
Go to the Contacts App
Select My Apps
Select Contacts
Press the More Options button
Select Contact roles
You arrive on the Manage Roles for Contacts page
Assign a Role to a Contact
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You can alternatively use the API or an integration to give a contact a role |
Steps
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the Add button within the Roles box
The Roles box expands to display the Select Contact role dropdown list where you can choose a Role to give the contact
You must add a Start date to the role
Adding an End date is optional
Press Save
The box updates with the details of the Role you gave the contact
Edit a role that has been assigned to a contact
A contact can have many Roles
You cannot edit a contact’s Role Assignment but you can delete one and then add a new one
Steps to delete a contact’s Role Assignment
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the Delete button next to the Role Assignment you want to edit
Once the Role Assignment has been deleted, you can create it again with the correct start date, end date or role
See a chart and table showing contacts' transitions between roles
Steps
Go to the Contacts App
Select My Apps in the top menu
Select Contacts
Select the Productivity tab
Scroll down to the Contact Roles chart
Toggle between the chart view and table view