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Editing and Reviewing Contact Information

Viewing Contact Information

To view a contact's information, click on their name or email address inside a contact list. This will take you to a page containing all of that contact’s available information, which can be edited or added with the text fields on the page. Navigating away without saving changes erases them.

Checking Membership Info

The Membership Info tab is located on the same page as a contact's information. By clicking on the tab, you can see the Member Status of the current contact, including their member level, their payment status, and their subscription benefits and expiration. These values are automatically handled by the

  Portal software, but can also be manually changed by clicking the Update button.

Viewing the Activity History

The Activity History tab is located on the same page a contact’s information, to the right of their Membership info. The Activity History tab shows the last ten actions taken by the selected contact, with further activities visible on further pages.

The activities per page, the date range, and the sorting options can all be adjusted to your liking.

Further information on emails, events, and links can be acquired by clicking on the names of each to bring up previews and information windows.

Creating Custom Contact Pages

Additional information for each contact can be tracked with the addition of custom information pages and information fields, which can be created by choosing page customization after clicking the settings button at

the type right of contact lists, or the custom page button at the top right of each contact's detailed information.

Using the custom contact page tool, new user information pages can be created, and existing pages can be examined edited, deleted, and rearranged.

Clicking the New Button opens the new page creation window to name and add information fields to a new page, while the edit window allows the adjustment of any existing page. Deleting a new page will erase it, the information fields on the deleted page, and all the information the deleted page held. Choosing to order the pages will bring up a window for reordering them.

Creating a new page is done in a new window, with a name input field, buttons to create and manage new data fields, and a space to list all the created data fields. Choosing to create a new data field brings up one further window with a field type selector, and a space for naming the field. Saving will create the new field. The height, width, and arrangement of each field can be changed via the fields to the right, and changes can be previewd before saving.

Custom information fields appear between Contact information and MemberShip Info when viewing individual contacts, and information on these pages can be edited and saved in the same manner as the Contact Information page.

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