Skip to content

Using the Contacts Module

← Administration
As an administrator, use the Contacts Module to list the contacts for your agency’s clients. The Contact records are used to associate client contacts with sites on Client records.

To open the Contact Search screen, from the Administration dashboard or the Agency Setup menu, select Contacts. See the article “Searching for Records.”

To add a Contact record:
  1. From the Contact Search screen or a Contact record, click Add New. The Adding New Contact screen opens.
  2. Complete the appropriate fields. For field descriptions, see the section “Fields on the Adding New Contact Screen” below.
  3. Click Save.

Fields on the Adding New Contact screen

The Adding New Contact screen contains the following fields, which are separated by area.

Personal Details area

Use the Personal Details area to track basic information about the contact.
  • Type: Select the type of contact.
  • Status: Select the status of the contact. 
  • Last Name: Enter the last name of the contact.
  • First Name: Enter the first name of the contact.
  • Job Title: Enter the job title of the contact.
  • Contact Notes: Enter any notes about the contact.

Addresses area

Use the Addresses area to track the addresses for the contact.
  • Address Type: Select the type of address. 
  • Primary check box: If the address is the primary address for the contact, then select this check.
  • Address: Enter the street address. See the article “Entering Addresses.”
  • Address Directions/Notes: Enter any notes about the address. This information is connect to the address, apart from the Contact record.
  • Contact Notes: Enter any information about how the contact is connect to the address. This information is connected to the Contact record, not the address.

Phone Numbers area

Use the Phone Numbers area to track the phone numbers for the contact. See the article "Entering Phone Numbers."   

Email Addresses area

Use the Email Addresses area to track the email address for the contact. 
  • Receive Email Notifications check box: If the contact should receive email notifications, then select this check box. 
  • Primary check box: If the email address is the primary email for the contact, then select this check box. Email notifications are sent only to the primary email address.
  • Type: Select the type of email address.
  • Email Address: Enter the email address of the contact.

Feedback and Knowledge Base

(thinking…)