You can give a contact as many roles as you like

...

Contact Roles

• You can

  • create roles

  • assign roles to contacts

  • see the number of contacts in each role

  • filter contacts according to their role… and when they had it

This article covers

What are roles?

• Roles are like Job Titles for a way of categorising your contacts - example Roles include:

  • Advisor

  • Client

  • Participant

  • Tutor

  • Volunteer

...

How to use Contact Roles

Stay on top of the roles you use

• You can create as many Roles as your organisation needs

  Image Added

See the role(s) each contact has at a glance

• You can see when each contact started and ended each Role

  

...

Track the population size of each role

• You can report the number of contacts that your organisation has in each Role over time

  

...

• You can create as many Roles as your organisation needs

  Image Removed

...

See, change and remove a contact’s role(s)

• You can assign multiple Roles to each contact

  

Find

...

contacts according to their role

• You can filter to see the contacts who have particular Roles

  

Watch

...

a walkthrough video

https://www.loom.com/share/bb7bfb893d144f46ad5915b2073a30ac

...

• 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

Key screens

Manage Roles

...

Roles box on a Contact Profile Page

...