Page Comparison

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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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• Setup Your Forms - If you are an Organization Admin or Project Creator then the purple button (red arrow in the screenshot below) will be visible. On clicking the button, you will be redirected to the Forms for Contacts page where you can get started with designing the forms for your contacts.

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