Add a contact to a project's Enrolled state
- Matt Kepple
There are two occasions when you can add a contact to a project’s Enrolled state
1. While you are creating a contact
Whenever you create a contact from the Create button, from the Homepage or from the Contacts App, you must first select which project you are adding the contact to.
When you press save to finish creating the contact, you automatically add the contact to that project and the contact is added to the project’s Enrolled state.
2. After the contact has been created
There are three ways to do this
A. From the Assign Contacts to Projects page
This screen lets you assign multiple contacts to multiple projects at once
Select My Apps in the top menu
Select Contacts
You arrive in the Contacts App
Select More Options in the top right corner
Select Assign contacts to projects
You arrive on the Assign Contacts to Projects screen
A row appears for each contact (who is in a project) and a column appears for each project
Use the dropdown button in each cell to assign a contact to a project
Then press Save
B. From the Manage Contacts page
Select My Apps in the top menu
Select Contacts
You arrive in the Contacts App
The Projects column displays the projects that each contact is in (pink arrow)
When a contact is in no projects, this is blank
When a contact is in 1 project, the column shows the name of the project
When a contact is in more than 1 project, the column shows the number of projects the contact is in and clicking the number shows the names of those projects (purple arrow)
Click the 3 dot menu button next to the contact in the Options column (green arrow)
A dropdown menu appears for that contact
Select Move between projects
A popup appears
The popup lists the projects that exist within the organisation
The dropdown window next to each project displays the state that the contact is in within that project
Not Joined means that the contact is not within that project at all
Click the state dropdown button for the project you want to add the contact to
The Enrolled option appears within the dropdown list.
Select Enrolled
This will add the contact to the project.
Press Close to close the popup
C. From a contact’s profile page
You can add a contact to additional projects by clicking the Move between projects button on a contact’s profile page.
A popup loads
In the popup it says Not joined next to the name of several projects
Click where it says Not joined and instead select Enrolled
This will move the contact to that project’s Enrolled state