Articles
Navigating the Contacts Tab
Overview By selecting Contacts in the Main Menu, you will be directed to the Contacts Tab. The main screen of the Contacts Tab presents a list of every Contact record in your DMS with basic information about each Contact. Contacts a...
Navigating a Contact Profile
Each Contact in your DMS has a unique Profile / record containing their contact details, giving history and Sections for you to store relevant information about them and their relationship to your organization. To access the full Contact Profil...
Understanding Individuals, Organizations & Households
Types of Contacts in the DMS The DMS has 3 different Contact Types There are three different Types of Contacts in the DMS: (1) Individuals , (2) Households , and (3) Organizations . Different Contact Types are ...