Contact Manager

From Contensive Wiki
Revision as of 13:18, 1 April 2015 by 173.167.49.89 (Talk) (Created page with "The Contact Manager allows for flexible searching of site users. To find a specific person or group in your database, login as an ADMINISTRATOR and click ADMIN. From there, cl...")

(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

The Contact Manager allows for flexible searching of site users. To find a specific person or group in your database, login as an ADMINISTRATOR and click ADMIN. From there, click MANAGE USERS and CONTACT MANAGER.

Click NEW SEARCH at the top of your screen. From here you can choose which fields or which groups to search for the individuals you are looking for. To choose an individual based on specific criteria in the record, click the circle next to INCLUDES and type the text, such as the person's last name, in the text box. Or, to find all people in a certain group, click on the GROUPS TAB and place a check mark in the group(s) of interest. Click SEARCH at the top of the screen once you have specified desired search criteria.

On the search results page, a number of Actions can be performed on the Site Users returned in the search based on the Target Group selected from the drop down menu.