Creating Contacts

Creating Contacts


In Nonprofit Vertical CRM, you can create contacts by:

  • Entering data in the contact details form: You can manually fill in the Contact details gathered from various external sources.
  • Importing contacts from external source : You can gather data from various sources, e.g. purchasing contacts database, contacts from different business units, etc. and import the CSV and XLS files into Nonprofit Vertical CRM.
  • Capturing contacts from website : You can create web forms and allow website visitors to submit their contact details or questions directly through forms. These details submitted in the website are captured directly into the Contacts module.
  • Converting lead to contact : On lead conversion, contacts, accounts and potentials can be created.
  • Synchronizing Microsoft Outlook contacts : You can synchronize the contacts in Microsoft Outlook with the contacts in Nonprofit Vertical CRM.

Note:

  • Some of the standard fields may not be visible or editable depending on your organization business process.
  • In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.


 Create Contact Individually

You can create contacts individually by:

  • Filling in the details in the contact creation form.
  • Cloning the contacts with a few changes in the existing contact details.

To create contacts individually

  1. In the Contacts module, click New Contact.
  2. In the Create Contact page, enter the contact details.
  3. Click Save.

Note:

  • By default, the person who creates the contact owns it.
  • To change owner, click the Change link in the Contact Owner field from the Contact Details page and select another user.
  • While selecting the Account from the Lookup field's pop window, there is also an option to create an Account.
    You can use this option to quickly create an account by providing some mandatory information. You have two options:
    • Click Save. The record will be saved and it will be listed with the other accounts. You can select it to associate to the contact that you were creating.
    • Click Save & Associate to save the new record and also associate it to the contact that you were creating.

To clone contacts

  1. In the Contacts tab, click a particular contact that you want to be cloned.
  2. In the Contact Details page, click Clone.
  3. In the Clone Contact page, modify the required details.
  4. Click Save.

 Work with the Contacts details page

Once you have created a contact, you can view the details of the contact in the record's details page. The details page of a contact presents information related to the contact - for example, deals and accounts related to the contact, activities, notes, events, emails and so on - in a single location.

To view the contacts details page

  1. Click the Contacts module.
  2. Click the desired account from the Contacts list view.
  3. You will see the details page of the contact.

Switch between the Info and Timeline views of the contact's details page.

  • Info: Displays the details of the contact
  • Timeline: Displays a history of actions performed on the contact's details page  (in the last six months). . 
  • View the business card details  of the contact.
  • Easily Send Mail to the contact or Edit the contact.
  • Click the More icon to execute further options such as clone, share, customize business card and so on.
  • From the Related List section, quickly access related lists such as Activities, Attachments, Projects and so on.
  • Scroll down to navigate to all the related lists on the record's details page.
  • Access custom links and social links related to the contact.
  • Learn priority details from the Quick-info section, such as Next Action and Potentials associated to the contact instantly.
  • View Notes for the contact. This includes check-ins  made on your mobile app as well as comments made on a project's task.

 Associate Contact with other Records

You can create a 360-degree view of the contact to display all the associated details, such as open activities, history of the completed activities, attachments, and notes.

In the Contact Details page, you can update the following:

  • Member Accounts: To add other divisions or subsidiaries to the parent account
  • Open Activities: To add tasks and events
  • Closed Activities: To display all the closed tasks and events
  • Cases: To create cases for the contact
  • Attachments: To attach documents and notes
  • Notes: To attach notes to the contact.
  • Contacts: To add contacts to the account
  • Invoices: To add invoices to the account
  • Campaigns: To associate many campaigns to a single contact
  • Social Interactions - To view the Twitter and Facebook interactions associated to the contact and send messages, like posts, retweet, etc.

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