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5 docs tagged with "people"

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Creating a New Contact

Learn how to add new contacts to your system including required fields, best practices, and tips for maintaining clean data

People Module Overview

Your system's central hub for storing, organizing, and understanding everyone your organization touches - from volunteers to donors to program participants

Search & Filter Contacts

Quickly find specific contacts or groups using powerful search tools, filters, and sorting options for targeted outreach

Viewing a Contact's Profile

Navigate and understand contact profile pages which serve as the central hub for all information about an individual

Working with Tags

Create, manage, and use tags to organize contacts for better segmentation, filtering, and targeted communications