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Get Started with Contacts

• How to create a contact

• How to delete a contact

• How to create an external Referral Form

• How to design the forms used to create a contact

• How to reorder the fields displayed in All Contact Forms view of the Contact Profile page

• How to navigate the Contact Profile Page - the central record of information about each contact

• How to restrict access to a contact

• How to add contacts to Projects

• How to add contacts to Groups

• How to add Relationships to a contact

• How to add Roles to a contact

• How to add Skill requirements to a contact

• How to manage contacts - introducing the Overview | Details | Productivity | Splits | Connect tabs

• How to a create a Custom View of the Contacts table

• How to export information relating to several contacts

• How to export information relating to a single contact

• How to turn static contacts into Participating Contacts who can login

• How to setup Alerts that are triggered by activity relating to contacts

• Case Management: How to create a Case relating to a contact

Key features of the Contacts App

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All the Beneficiaries of a project are viewable on a table as shown below from the Project or Charity Dashboard:

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See information about a contact

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