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Touring the Contact Record: What Fields are Most Important [40:58]

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Let’s take a tour of the Contact Record. The Contact Record is the primary source of information in terms of of what is going on in the contact’s life. But, did you know contact records house permissions, memberships, emails, and more? We’ll go step-by-step to show you all the pages within a record so you can pick and choose what’s important to implement for your office! 

Topics Covered:
Common Tasks 
Contact Card 
Contact Details 
Contact Navigation 

 

 

 

Documentation on the topics covered in this video:

Change Site Preferences: Contact Record Options

How to add contact information in a contact record

Adding departments to a contact record

 

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