Create and manage contacts

Create a contact

Besides being able to import multiple contacts at once, you can of course also create and edit a contact individually.

Go to "People" and click the “+ New contact” button:



You can then fill in details about the contact:



Please note that:

Email address and phone number can only be used once: We use either the email address or phone number to identify the contact and ensure unique contacts. Therefore, an email or phone number can only be registered once.

Edit contact

In the top right corner you'll find the search box, which you can use to easily find a specific contact.

Once you have found the contact, you can click on them to see more details, message history, contributions and edit the contact.

Profile

On the contact's profile, you can see information about the contact:



Personal details: to add personal details, you can click 'Edit' and fill in the information you have available
Family: to connect contacts together as family, click 'Edit' and 'Add member'
Custom information: to add additional information about contacts, click 'Edit' and add the information

Activity

In the "Activity" tab you can see emails and texts sent to contacts. You can also see if this contact has made one or more contributions and if they have filled out a form:

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Settings

In the "Settings"-tab, you can see which tags are associated with this contact. You can add tags to a contact by clicking the blue “Add tag” button. In this example, a relevant tag has been added to the contact so that you as a church can ensure that the contact receives relevant information. You can delete the contact's subject line by unchecking the relevant tag.

In "Message settings", you can choose whether the contact should be able to receive both SMS and email communication or only one of the two.

This is also where you can get an overview of consents that have been given by the contact:

Pastoral notes

Here you can write pastoral notes about the contact that only you can see:

Delete a contact

Select the “More” button in the top right corner and select “Delete contact”:

Updated on: 19/07/2024