Contacts: Add/Edit Contact (Version 1.0)

Contacts: Add/Edit Contact

1. This Tutorial will cover the basics of adding and editing a contacts in Fundly CRM.
2. To add a contact to Non Profit Easy first navigate to the Individual Contacts List by going to the Contacts menu header and clicking on Individual.
3. From here add a new contact by clicking the Add(plus sign) button on the right hand side of the contact list.
4. This will open the Add/Edit Contact screen where the information for the new contact can be entered.
5. The only two required fields for this screen are First Name and Last Name.
6. Put the contacts first name and last name in the First Name and the Last Name fields respectively
7. Once these required fields have been entered further information for the contact can be entered if available.  
8. If available, it is recommended that you enter the contact’s email address in the area provided on the right.
9. The system uses email addresses as a unique identifier, and as such no two contacts may have the same email address in the system.
10. This allows the system to minimize the creation of duplicate records.
11. To save the contact click on the Save(disk) icon on the right hand side of the screen.
12. The contact’s information has now been saved and the view has been moved to the next tab.
13. Move back to the first screen by clicking the Personal Info tab.
14. Go up to View Contact to view the contacts information.
15. To go back and edit the contact’s information, click on the Edit(pencil) button over on the left side of the screen.
16. Another way to get to the Add/Edit Contact screen is to return to the Individual Contact list, and mouse over the contact’s name.
17. Notice on the left hand side two symbols have appeared, Edit(pencil) and Delete(X).
18. Click on the Edit button to return to the Add/Edit Contact screen.
19. The Personal Info tab for the contact is displayed were further changes can be made
20. Save changes by once again clicking on the Save button.
21. This concludes the tutorial on the basics of adding and editing a contact.