From the Blue Application Bar:

 

If you select Contacts from the Blue Application Bar, it will bring you to the Contacts module dashboard. The dashboard consists of four main areas: Summary Report, Recent Interactions, Power Search and Recently Found.

 

You can search contacts in a number of ways.

• By selecting Quick Search from the Blue Application bar 
• By Hovering over Contacts in the Blue Application bar you will see Power Search
• By Selecting Contacts from the Blue Application bar.

 

QUICK SEARCH FROM BLUE APPLICATION BAR

From Quick Search in the Blue Application bar, enter the first name, last name, or company name of the desired contact or company. A dynamic list of results will appear below the Quick Search box as you type. Once the desired result has appeared, click on it to be taken to that contact or company’s page.

 

From the Contacts Dashboard, enter the desired contact’s first name, last name, and/or company name, then press Enter  or click the  button to search through all contacts, companies, and locations in DNA.

 

 

A more advanced version of the Power Search is available through the Contacts dashboard. Navigate to the Contacts dashboard, then click on the  symbol to access the advanced Power Search screen.

 

Once you complete a Power Search through either the contacts page or the advanced Power Search page, you will be brought to the search results page. Results are filtered by contacts, locations, and companies.

 

 

Adding a new contact can be accomplished using one of two available methods:

• Using the New Contact feature, accessed from the blue  button on the Contacts dashboard
• Using the Quick Add feature, accessed from the green  button on the Contacts dashboard, or the green  buttons in the right sidebar of the inner pages of the Contacts module

 

The New Contact form allows you to quickly create a new contact and fill out their personal details. To access the feature, select the blue  button on the Contacts dashboard. You will be brought to the new contact page.

Personal information for the new contact can now be entered, including name, profile picture, contact details, address information, company information, and social network accounts. Once finished entering information, click on the blue  button in the bottom-left corner of the page to create a new contact. Note that in order to create a contact, three fields must be filled out: first name, last name, and primary email.

 

Quick Add is a more robust feature that allows you to complete the three-step process of creating a company, creating a location for that company, and finally creating a contact associated with the new company and location. It is accessed using the green  and  buttons on the Contacts dashboard and inner pages. Clicking on one of the green buttons will take you to the Company stage, the first of the three creation stages.

The green  and  arrows at the bottom of the screen can be used to move forwards and backwards between the three stages of the creation process.

On the Company page, you will enter the company’s name, URL and email address. Once the information has been entered, click on the right navigational arrow at the bottom of the page to move to the next screen.

 

You will now be on the Location screen.

Enter Location Name, Address Information, and Contact Information.

If there are numerous locations for this company, you can set one as the Head Office location by clicking on the box beside “Is this the head office?”  under Location Name.

Once you have completed entering the information on this page, click on the right directional arrow at the bottom of the page.

Note: Every Company must have at least one location. If you do not add a location, one will be created for you. You can add the address details later.

 

You will now be on the CONTACT INFORMATION screen.

You will enter your company contact information then click on SAVE.

You have now created a new company entry, an initial location for that company, and a contact associated with that company.

 

Click on this icon to create a New Company:

 The Company Information screen will open.

Enter in the company information and click  to create a new company entry.

 

The final Icon is Contact Wizard

If you select this icon it will bring you to the Contacts Quick Add page.

 

You can view members that are created. You will search for the member and once selected you will see the following screen. From this screen you can use the menu bar to access Profile, Interactions, Membership, Send Email, Records and Merge. From the Quick Nav bar you can access the members Organization, Office and their name.

From this screen you can have a quick view of:

• Interactions
• Transactions
• Membership status
• Company Memberships
• Groups
• Funnel Activity

 

There are also icons to give you quick access to:

• Invoices
• New Events
• Interactions
• Funnel Activity

 

You can edit the profile by clicking on the Edit Contact Icon  in the menu bar. When you select this icon the following screen will open:

 

You can make adjustments to the profile record and save the information. These screens are the same screens that you will find when creating a new profile.

 

You can view interactions from the main Profile page or by selecting interactions from the menu. If you select interactions the following screen will open.

On this screen you will enter interaction information:

 

• Select Type (Phone, Email, Fax, Letter, Meeting, Appointment, Demo, Other)
• Enter Description (enter details of interactions)
• Enter Satisfaction (can enter a star rating)
• Enter Engagement (can enter a star rating)
• Select Opt In? (can opt in or out of receiving communications. This follows the Anti-Spam Legislation allowing you to have a tail of the member opting out of communications or opting in)
• Enter File (can enter a file)

 

Once all information has been entered you will select

 

You can also view the interaction from the Profile page:

 

 

From the Profile screen or the Interaction screen you can select View interaction on any of the interactions listed and see the details.

 

From the main screen you can also Log Interactions when you select this a smaller window will open for you to enter your interactions:

 

 

Select the Membership tab from the Menu. The following screen will open:

Here you can see:

• Status (options are Active, Pending Approval and Disabled)
• Start Date
• Expiry Date
• Joined Date
• Type  
• Type Level  
• Category  

 

Once the information is entered on this screen you will select Save. From here you can Renew or Expire a Member.

At the bottom of this screen you can see the Membership History.

 

You can email members from their profile page if they have opted to allow emails. Select Send Email from the menu and the following screen will open.

On the Compose Email page you can:

• See Current Status for email (this is found at the top of the page)
• View To Email  (this is the default email set up by the member)
• Enter CC (can manually add Email address to CC)
• Enter BCC (can manually add Email address to BCC)
• Enter Subject
• Enter your email content in the space below the Subject line

 

When you have completed the email you will click on send email

 

To clock email interactions with members you will select Interaction from the menu.

Here you will see the option Opt in, you will select Opt out from the drop down and then you will select.

You will now see an interaction showing an email beside it.

 

 

If you view this interaction it will show the following:

 

 

When you open the Send Email tab now you will see the status has been updated to Blocked.

A warning is also the confirming that CASL recommends you do not email this user.

 

 

The bottom of the email screen shows the following:

 

ANTI-SPAM: INTERACTIONS THAT AFFECT YOUR ABILITY TO EMAIL THIS CONTACT

 

In this section you will see a trail to show when consent was given to send email and when it was removed.

 

 

Click on the records tab the following screen will open:

 

This screen will show information on Forms, Event History, Logs of Email messages related to interactions. You can also use this screen to log in as a member in order to help if they call in with a problem.

If you log in as a member you will see the following screen:

 

 

This is where you members will set up their User Name and password. From here you can help your members when they are having a problem within the site.

 In order to start a session as a member you will select  you will see a message open at the top of the screen:

 

 

This shows you that you have a session open and can act like your member without exposing their access details.

When you have finished helping the user you can log out of that session by clicking on thefound at the end of the Session Created notice.

 

If you select Merge you will see the following screen:

From this screen you can Merge Elements together. You can either click on select from the list or enter a contact ID the contact ID is a number. (ID number can be found on the Edit profile screen at the top of the page.

 

If you click on Select from the list above the user ID will be entered in the box:

 

When the code is entered select. The following screen will open:

You will select the preferred record for each of the sections. Once your selections are made you will click the  button. You will then receive a Merge complete message.

Note: if you use this function the member you select to merger with the initial member will no longer exist.

 

From the Quick Nav bar you can access Organization, Office and the Member.

If you scroll over Organization you will have the option to add a location.

If you scroll over Office you can add a contact.

You can also select the Organization or the Office and be brought to that page.

 

When you do a search on a Organization name and then select that organization to view, the following screen will open:

From here you can:

• View Interactions
• Log interactions
• View transaction history
• View company membership
• View and manage Locations/Offices
• View and Manage Organization Contacts

 

If you hover over Contacts on the Blue Application Bar you will find an option for Groups. If you select this you will be brought to the following Screen.

Here you can create your own groups to customize your information in the example above we have created Committees, Volunteers and Contact Groups.

To create a new group select Category Name enter in the new groups name and select Add a new group Category.

 

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