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

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

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

Key screens

Manage Roles

Roles box on a Contact Profile Page