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How to access the Manage Contacts page

There are several ways to access this page

• From the Homepage (select the Contacts title that appears in the top left of the screen)

  

• From the My Apps menu (click the My Apps button in the top menu [purple arrow], wait for the tray of Apps to appear, then select the Contacts button [blue arrow]. Note: this shortcut only appears once you have created contacts yourself)

  

• From a Project page (there are three methods)

  • 1. Select Contacts in the cover section of the Project page

    

  • 2. Press Or press More Options in the cover section of the Project page and then select Contacts from the dropdown menu

    

  • 3. Press Or press the title of the Contacts box on the right sidebar

    

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• Display a list of contacts - also known as Clients, Beneficiaries, Stakeholders) from various charities or projects (Yellow arrow)

• View additional information about several contacts at once - by switching between the various tabs (Orange arrow)

  • Overview tab

  • Splits tab

  • Productivity tab

  • Details tab

  • Progress Trackers tab

  • Access a Custom View of your Contacts database

• Access a sub menu of options - if they are an Organisation Editor, e.g. the ability to create Referral Forms. (Green arrow)

• Create a new contact - if creating Contacts has been enabled for that category of user on the Organisation Preferences page (Red arrow)

• Open a Contact’s record - by clicking the name of the Contact in the first column

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