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What roles are

• Roles are 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

  

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

• You can see when a contact was given a Role and when that Role ended - open the Roles tab within the Contacts App

  

Track the population size of each role

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

  

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

• You can give a contact several Roles

  

Find contacts according to their role

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

  

Use forms and signup pages to automatically assign a Role to a contact

• Every contact form has a single Role assigned to it

• This lets you automatically assign a Role to a contact whenever a Signup Page is completed or whenever a colleague creates a new contact

Watch a walkthrough video

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

Get started with Roles for Contacts

• 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