Quick Summary

• 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

Roles box on a Contact Profile Page

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

How to create a new Role

Steps

1. Go to the My Apps menu

2. Select Contacts

3. Go to the More Options menu on the Contacts page

4. Select Contact roles

5. From here you can create, edit and delete Contact Roles

6. 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

1. Go to the Contacts App

   1. Select My Apps

   2. Select Contacts

2. Press the More Options button

3. Select Contact roles

4. You arrive on the Manage Roles for Contacts page

   

Assign a Role to a Contact

Steps

1. Go to the Contact Profile Page of the contact you want to give a role to

2. Scroll down to the Roles box that appears on the left side

3. Press the Add button within the Roles box

   

4. The Roles box expands to display the Select Contact role dropdown list where you can choose a Role to give the contact

   

5. You must add a Start date to the role

6. Adding an End date is optional

7. Press Save

8. 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

1. Go to the Contact Profile Page of the contact you want to give a role to

2. Scroll down to the Roles box that appears on the left side

3. Press the Delete button next to the Role Assignment you want to edit

   

4. 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

1. Go to the Contacts App

   1. Select My Apps in the top menu

   2. Select Contacts

2. Select the Productivity tab

3. Scroll down to the Contact Roles chart

   

4. Toggle between the chart view and table view