You can give a contact as many roles as you like

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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

What are roles?

• Roles are like Job Titles for your contacts - example Roles include:

  • Advisor

  • Tutor

  • Volunteer

Roles per Contact

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

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Contacts per Role

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

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Manage all roles

• You can create as many Roles as your organisation needs

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See their roles

• You can assign multiple Roles to each contact

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Find by role

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

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Watch the walkthrough

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

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Get started with

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Roles for Contacts

• Create a new Role

• Manage your Roles

• Go to the My Apps menu

• Select Contacts

• Go to the More Options menu on the Contacts page

• Select Contact roles

• From here you can create, edit and delete Contact RolesAssign 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

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Roles box on a Contact Profile Page

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