Contacts: Contact View Screen
NewOrg Support Videos

Contacts: "Contact View" screen

The "Contact View" screen is the nerve center of the contact record. From here you can perform all actions that are related with contacts.
  • Access to a contacts personal fields area a.k.a. the "Modify" button (30 secs).
  • How to assign/edit a contacts groups (57 secs).
  • How to assign/edit the contacts funding sources (1 min 28 secs).
  • How to change the "Status" of the contact record (1 min 51 secs).
  • Description and steps on using the contacts print form functionality (2 mins 6 secs).
  • Contact View tabs (3mins 15 secs).