Manage Contact

Manage Contact

Create a contact  

Click here for tutorial demo. 

  1. Access the member Base Dashboard. 

  1. Navigate to the "Contacts" section. 

  1. Click on Quick Create/ Create Contact 

  1. Enter the contact's information, such as their name, email address, phone number, and any other relevant details. 

  1. Save the contact's information. 

Edit a Contact 

Click here for tutorial demo. 

  1. Access the member base Dashboard. 

  1. Navigate to the "Contacts /Manage Contacts" section. 

  1. Locate the contact you wish to edit and select it. 

  1. Once you are on the contact's information page, make the necessary changes to their information. 

  1. Review the updated information to ensure that all changes have been made correctly. 

  1. Save the updated information.  

Search a Contact 

Click here tutorial demo. 

  1. Access the member base dashboard. 

  1. Navigate to the "Contacts" or "Search Contacts" section. 

  1. Look out for the search bar. 

  1. Enter the information you have for the contact you want to find, such as their name, email address, phone number, or any other relevant details. 

  1. Click the "Search" button. 

  1. Review the search results to find the contact you are looking for. 

Manage Employment 

  1. Access the member base dashboard. 

  1. Right click on the “view” button on the top left area of a contact. 

  1. Navigate to the "Employment" section. 

  1. Look out for the option to edit employment information. 

  1. Enter the employment information for the contact you wish to manage. This may include their current or previous job title, company name, employment dates, and any other relevant details. 

  1. Save the employment information by Clicking on the Update Employment History button. 

  1. If necessary, review and update the employment information periodically to ensure it remains accurate and up to date. 


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