The Manage Contacts page is the first page you arrive on within the Contacts App.

How to access the Manage Contacts page

There are several ways to access this page

• From the Homepage (select the Contacts title that appears in the top left of the screen)

  

• From the My Apps menu (click the My Apps button in the top menu [purple arrow], wait for the tray of Apps to appear, then select the Contacts button [blue arrow]. Note: this shortcut only appears once you have created contacts yourself)

  

• From a Project page (there are three methods)

  • 1. Select Contacts in the cover section of the Project page

    

  • 2. Or press More Options in the cover section of the Project page and then select Contacts from the dropdown menu

    

  • 3. Or press the title of the Contacts box on the right sidebar

    

Ways to use the Manage Contacts page

• Display a list of contacts - also known as Clients, Beneficiaries, Stakeholders) from various charities or projects (Yellow arrow)

• View additional information about several contacts at once - by switching between the various tabs (Orange arrow)

  • Overview tab

  • Splits tab

  • Productivity tab

  • Details tab

  • Progress Trackers tab

  • Access a Custom View of your Contacts database

• Access a sub menu of options - if they are an Organisation Editor, e.g. the ability to create Referral Forms. (Green arrow)

• Create a new contact - if creating Contacts has been enabled for that category of user on the Organisation Preferences page (Red arrow)

• Open a Contact’s record - by clicking the name of the Contact in the first column

• Setup Your Forms - If you are an Organization Admin or Project Creator then the purple button (red arrow in the screenshot below) will be visible. On clicking the button, you will be redirected to the Forms for Contacts page where you can get started with designing the forms for your contacts.