Adding/Editing Contacts

Adding/Editing Contacts

Adding A New Contact

To quickly add a new Contact to your database go to People / Contact / New Contact. You must have Administrator Access to Edit Member Information.



Directory Information
The default for new Admin-created contacts is set so that the information is NOT presented in the directory. However, the directory eligibility defaults to Yes which means the contact can choose to be included in the directory once they log in. They will also have access to view the directory if they meet the other criteria set by the organization.
Administrators can toggle the directory eligibility and access from the People list. For more information on how to do this, view our article on Restricting the Online Directory.

Membership Information
There is an option to add membership information. If you are using paper forms to sell memberships offline, we recommend that you do not add that here unless there is already an order placed in the system for the membership or if you don't need to account for membership purchases. Instead, for reporting it is always best practice to Create an Order and Process the Payment Manually.

Student Information
If you want to add student information to the record, you will need to do so on the Contact Record from the People list.

Invite User
Once the Contact Information has been added, we recommend that you Invite the User to complete the process of creating their account. When you select "Send Invite" the User will receive an email with a link and instructions.



When the User Logs In
If the user goes to the site and creates an account with the email address you entered, they will be asked to create a password, verify their email, and then they will be connected to their Contact Record.


This will NOT work if...
  • you have email verification turned off. To check this go to Website / Configuration / Welcome/Login.
  • you have multiple Active records with the same email address as the email of record. If a user has duplicate records, you will want to change the Contact Status to Cancelled on the extra accounts so they will be connected to the correct record.



Editing Contact Information

Admins can edit parent and student information.
  • Go to People / Contacts / and select the Contact you wish to edit.
  • Select the "edit" button.
  • You can edit all of the information associated with this Contact from this screen.


Editing Contact Information in Custom Fields

Admins (with the correct Permissions) can also edit the information in custom fields for parents and students.



Editing Contact Information in Mass

Administrators have the option to edit a group of contact records all at one time. You can edit parent or student information. You can filter the list and update a group all at once.

For example, if you want to update the custom field for Board Members to add your new names:
  • Go to People / Parents.
  • Select the new names you wish to add.
  • Click the "Update Checked" button.
  • Change the field for Board Members to "Yes."
  • Click the "Update" button.
  1. Once this is done, it cannot be undone!
  2. Custom Fields that are set up as text fields are not available for the mass update feature.



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