Contacts
A practical guide to the Contacts module.
- Creating and managing ContactsPractical guide to the Contacts module: list view, search, filters, templates, creating Contacts, and record management.
- Contact peopleHow to create, assign, edit, and merge Contact peoples and manage their access.
- Addresses, relationships, and departmentsHow to manage additional addresses, link Contacts, and create organization branches.
- Contact settingsSettings for a specific Contact and administrator-managed selection lists for the Contacts module.
- Merging Contacts and bulk actionsHow to safely merge duplicates, perform bulk changes, and use the Contacts map.
- Importing Contacts and Contact peopleFile preparation, field mapping, duplicate handling policy, and the test import process.
- Contacts categories and relationsHow to create and administer Contacts types, categories, levels, areas of activity, and address and connection types.