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
Contacts per Role
You can report the number of contacts that your organisation has in each Role over time
Manage all roles
You can create as many Roles as your organisation needs
See their roles
You can assign multiple Roles to each contact
Find by role
You can filter to see the contacts who have particular Roles
Watch the walkthrough
https://www.loom.com/share/bb7bfb893d144f46ad5915b2073a30ac
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Get started with
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Roles for Contacts
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You have to be an Organisation Admin to create and edit Contact Roles however any user can assign one of those Roles |
Steps
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Go to the My Apps menu
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Select Contacts
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Go to the More Options menu on the Contacts page
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Select Contact roles
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From here you can create, edit and delete Contact Roles
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to a Contact |
Key screens
Manage Roles
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Roles box on a Contact Profile Page
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