Manage Contacts

Manage Contacts

Create a Contact  

- Access the Memberbase Dashboard. 
- Navigate to the "Contacts" section. 
- Click on Quick Create/ Create Contact. 
- Enter the contact's information, such as their name,  Birth Date on the Contact Info tab then,
- Click on the communication tab to enter email address, phone number, and any other relevant details. 
- Save the contact's information. 


Edit a Contact 

- Access the Memberbase Dashboard. 
- Navigate to the "Contacts /Manage Contacts" section. 
- Locate the contact you wish to edit and select it. 
- Once you are on the contact's information page, make the necessary changes to their information. 
- Review the updated information to ensure that all changes have been made correctly. 
- Save the updated information. 


Search a Contact 

- Access the Memberbase dashboard. 
- Navigate to the "Contacts" or "Search Contacts" section. 
- Look out for the search bar. 
- 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. 
- Click the "Search" button. 
- Review the search results to find the contact you are looking for. 


Manage Employment 

- Access the Memberbase dashboard. 
- Right-click on the “view” button on the top left area of contact. 
- Navigate to the "Employment" section. 
- Look out for the option to edit employment information. 
- Enter the employment information for the contact you wish to manage.
  1. This may include their current or previous job title, company name, employment dates, and any other relevant details.  

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

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

Download Contacts 

- Access the member base dashboard. 
- Navigate to the “contact section”. 
- Select the contacts that want to be downloaded. 
- Click “download”. 
- Enter your preferred download format, including your mail address and password. 
- Proceed by clicking the “run action” button.
 
  1. We need to ensure that your stakeholder information is always kept safe from prying eyes because it could include personally identifiable information. So, we require that all stakeholder downloads are password protected. 

    • Related Articles

    • Manage Contact

      Create a contact Click here for tutorial demo. Access the member Base Dashboard. Navigate to the "Contacts" section. Click on Quick Create/ Create Contact Enter the contact's information, such as their name, email address, phone number, and any other ...

    • Manage Organisation

      Create an Organisation - Access the Memberbase dashboard. - Navigate to the "Organisations" section. - Click on the “Quick Create” or “Create an Organisation” button. - Enter the organization's information, such as the organization name, address, ...

    • Products

      The Products feature allows you to add, manage, and showcase your products on your website. To manage products: - Log in to the Senior River CMS admin panel. - Navigate to the "Products" menu. - Click on "Manage Products." - Right-click on the plus ...

    • Product Categories

      Product Categories allow you to organize your products into logical groups. To manage product categories: - Log in to the Senior River CMS admin panel. - Navigate to the "Products" menu. Click on "Manage Categories." Here, you can create new product ...

    • Events

      Do you run events as a main source of revenue for your organization? Well, with Memberbase, you can easily manage all the information related to the events you run. Whether it's a single-day event or spans multiple days, you can create tickets and ...