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You can give a contact as many roles as you like
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Contact Roles
You can create one or more Roles, for example Doctor, Forensic Scientist, Teacher
You can assign each of these roles to one or more contacts
Each contact can have multiple Roles
When a contact is given a role, a start date must be specified
Adding an end date is optional
Key screens
Manage Roles
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Roles box on a Contact Profile Page
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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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| Info |
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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 to a Contact |
How to create a new Role
Steps
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 Roles
Now when you go to a Contact Profile page, you will see a box on the left side called Roles. From here you can give a contract one or more roles
Manage your Roles
Steps
Go to the Contacts App
Select My Apps
Select Contacts
Press the More Options button
Select Contact roles
You arrive on the Manage Roles for Contacts page
Assign a Role to a Contact
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You can alternatively use the API or an integration to give a contact a role |
Steps
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the Add button within the Roles box
The Roles box expands to display the Select Contact role dropdown list where you can choose a Role to give the contact
You must add a Start date to the role
Adding an End date is optional
Press Save
The box updates with the details of the Role you gave the contact
Edit a role that has been assigned to a contact
A contact can have many Roles
You cannot edit a contact’s Role Assignment but you can delete one and then add a new one
Steps to delete a contact’s Role Assignment
Go to the Contact Profile Page of the contact you want to give a role to
Scroll down to the Roles box that appears on the left side
Press the Delete button next to the Role Assignment you want to edit
Once the Role Assignment has been deleted, you can create it again with the correct start date, end date or role
See a chart and table showing contacts' transitions between roles
Steps
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Go to the Contacts App
Select My Apps in the top menu
Select Contacts
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Select the Productivity tab
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Scroll down to the Contact Roles chart
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Key screens
Manage Roles
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Roles box on a Contact Profile Page
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