A contact is a record of your work with an individual who could be a person, organisation, animal or object.
A home for all the information you have about each person you support
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Automatically store people’s details in the Contacts App (your CRM) whenever they complete a form
Automatically store the agency that made the referral
Automatically add new referrals to a project’s Waiting List and then move them to ‘Enrolled’ in a click
Create your own Automations that save you time based on your own rules
Get Started with Contacts
Watch a walkthrough video
https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e
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Find your contacts
All the Beneficiaries contacts 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
And each individual Beneficiary has their own dashboard where staff at the project or charity can see information about them. All the stories about a Beneficiary are saved on the Beneficiary’s individual Dashboard. for more information, read about the Contact Profile Page.
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Analyse and create reports about contacts
The Manage Beneficiaries page has several tabs, such as the Splits tab (shown below) that provides some data about all the beneficiaries.
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Watch a walkthrough video
https://youtu.be/bLLOeOH54rQ?si=hyyE0BEVmK5-P40e
See what else you can do
| Child pages (Children Display) |
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