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Contact Records

  • How to Manually Add a Contact
  • Merging Duplicate Contacts
  • How to Track People who are Deceased
  • How to Create a Contact Group
  • How to Add Credit Card Information into a Contact’s Record
  • How to Delete a Contact
  • How to Add a Solicitor
  • How to Assign a Solicitor to a Contact
  • How to Add a Document to a Contact Record
  • Mark a Contact as a Volunteer
  • How to Use Contact Status Types
  • Add Volunteer Hours to a Contact Record
  • How to Use the Contact Search
  • How to Track Households

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