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Go to Student CRM
Videos
Free Demo
29 Apps
English
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English
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Contact Manager
Contact Manager
Used by External Relations teams to manage important contacts and organisations, and by Alumni Relations teams to manage new and old graduates.
By Steph and 2 others
3 authors
24 articles
All about Contact Manager
Contact Manager Permissions
Getting Started in Contact Manager
What is the Contact Manager app?
Video Course CTM-T1 for the Contact Manager app
Where are the settings in Contact Manager?
What can I see in the Activities tab?
Contacts
How do I add a new person?
Organisations
How do I add a new Organisation?
Contact Manager - the Org Card
What are Organisations in Contact Manager?
How do I relate Organisations to each other?
How do I set up Alerts?
Adding and editing
Using Tags in Contact Manager
How do I add relationships?
How do I add new values to Departments, Tags, Titles, Types and Relationships?
How do I add documents in Contact Manager?
Merging duplicated contacts and organisations?
How do I add a photo?
Communicating
What are Comms?
Sending Contacts or Alumni one-to-one communications by SMS or email
How do I download a list of contacts for a Campaign?
How can I add an email template for Campaigns?
How do I send Contacts bulk email and SMS Campaigns?
How can I use Segments and Filters in Contact Manager?
