.png)
CONTENTS - Contact
Mar 14, 2023
3002
- Search for a Contact
- Add a New Organization Contact
- Add New Contact - Individual
- Merge Contacts
- Identify & Merge Duplicates
- Contacts Not in CRM or Events Attendees Potential Contacts
- Importing Contacts NEW!
- Managing Contacts
- Update a Contact Profile Information
- Add Contact Info
- Edit Contact Information
- Managing Invalid Email Address
- Manage Contacts of a Business/Organization
- Provide Info Hub Access to Individual Contacts
- Add a Business/Organization to Lists/Committees
- Remove a Business/Organization from a List/Committee
- Manage Contact Categories
- Assign Staff to a Individual/Organization
- Manage Parent/Child Relationships
- Add/Update Individual Professional Information
- Update Additional Information for an Individual
- Manage Contact Business/Organization Directory Listing
- Add a Project to a Contact (LINK)
- Working with Contact Custom Fields
- Manage Contact Communications
- View Contact Activity
- Manage Contact's Billing
- Contact Engagement (LINK)
- Delete a Contact
- Contact Management Reports
