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Contacts module
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Do you have multiple contact databases? Is your staff frustrated with trying to keep the contact list on their own computer in sync with your member management system? Consolidate all your contacts into one place and give your staff the ability to e-mail and communicate with members from this single location.
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Our Contacts module is built with simplicity in mind. But simplicity does not mean lack of power. When you log into our software, we bring you right to the contact manager and place the cursor directly into the search box giving you the ability to immediately start typing. Once you find a person or organization, you view not only all their contact information, but also their memberships, their committees, and their custom fields. Other information about relationships, notes, purchases, and activities is readily available under secondary tabs. If you find two contacts who are the same person, we provide a merge tool, giving you the ability to choose which data you want to keep from each record.
- Search and find contacts quickly
- Search for organizations and then view a list of all their employees
- Create and update custom fields
- View membership status and even renew membership from the contact screen
- Add an unlimited number of addresses per contact
- Within a contact, you can view their addresses or their organization's addresses
- Print a mailing label quickly within a contact record
- View all contact activity in one place—event registrations, notes, purchases, relationships
- Create relationships between contacts
- Merge contacts that are duplicates by choosing which fields you want to keep in the merged contact record
- Add people to groups to easily track or follow up with them.
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