Contacts
The Contacts module is available to all users and provides tools for managing internal and external contact information. Users are able to create contact records for organizations and individuals, and relationships can track connections between organizations and individuals. Staff records also can be created in Contacts. Staff can be assigned responsibilities for various grant-related items in AmpliFund.
- How To Add an Individual Phone Number
- How To Edit Individual Contact Info
- How To Delete Individual Contact Info
- How To Mark Individual Contact Info as Primary
- How To View Individual Relationships
- How To Add an Individual Relationship
- How To Edit an Individual Relationship
- How To Delete an Individual Relationship
- How To View a Staff
- How To Add a Staff
- How To Edit a Staff
- How To Copy a Staff
- How To Delete a Staff
- How To Restore a Deleted Staff
- How To Import Staff
- How To Create a User from Staff
- How To View Staff Compensation
- How To Add Compensation
- How To Edit Compensation History
- How To Delete Compensation History
- How To Import Compensation
- How To View Funding Details
- How To View Staff Relationships
- How To Add a Staff Relationship
- How To Edit a Staff Relationship
- How To Delete a Staff Relationship
- How To View a Sub-Recipient
- How To View a Lead Recipient
- How To View an Email
- How To Create an Email