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Where are contacts?
As of Fame Flower, contacts can only be accessed through the Organizations app.
- Search for an organization.
- Select it.
- See contacts!
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But how do I get to the contact information?
Just click on the arrow next to a contact's name.
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What if I want to make changes to a contact?
- You can edit, copy, unassign, or delete the contact from the Actions button in the upper-right hand corner of the contact.
- Unassign will unassign the contact from that particular organization, but not remove them entirely from our list of contacts.
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What about editing a contact?
- Using the Status drop-down menu, a contact can be made Active or Inactive, so you can make a contact inactive that no longer works at an organization without deleting them from our contacts list.
- An inactive contact will still show up in the organization's list of contact people.
- You can select as many categories as are relevant for that contact from the Categories drop-down menu.
- Categories include Primary, Payments, Support, etc.
- Emails and phone numbers can also be given categories.
- I believe if you give an email or phone number the status of Primary, it will then display under Email / Phone on the organization's list of contact people.
- URLs and addresses can be added on this screen if you scroll down.
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How do I add a new contact to an organization?
That must be done from within the organization.
- After searching for and selecting the organization, choose edit from the Actions drop-down menu.
- At the bottom of the list of Contact people, click Add contact.
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Holy crap, I'm in the
contact'scontacts app! Now what?
Wouldn't it be nice if we could access the contacts app without having to go through an organization? Just sayin'...
- If you know your contact already exists within FOLIO, you can search for their name in the left-hand search bar.
- You can filter by active, inactive, or categories.
- If you're adding an entirely new contact, click the New button in the upper-right hand corner.
- When you click Save & close, the contact will automatically attach to the organization (thank you, Fame Flower upgrade!).