Support Center

Creating Contacts

Last Updated: May 29, 2017 01:54PM CDT
A Contact represents a single person that is part of an Account or Household.

Before creating a Contact, use the global search bar to ensure that the person is not already in your system.

1. Navigate to the Household for which you wish to create Contacts. The Account record should already exist before creating the Contacts for it.*

2. Scroll down to the Contacts Related List and click New Contact.

3. Select the Household Contact Record Type and click Continue.
4. Enter the Contact First Name and Last Name along with any other required information or data that you have.**

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The system will automatically set the Account Contact 1 and Contact 2 based on your organization's configurations. Learn more here.

Once the Contact 1 and Contact 2 are determined, the Email; Alternate Email; and Household Greetings will auto-populate.
If you change the order of the Contacts, the automatic greetings will change. Learn more here.

When you enter a Date of Birth, the system will automatically calculate and populate the Hebrew Date of Birth when the record is saved.

When you enter a Bar/Bat Mitzvah Date, the corresponding Torah Portion and Bar/Bat Mitzvah Hebrew Date will automatically calculate and populate when the record is saved. Please note that this update can take several minutes to run.

5. Click Save.

6. Repeat steps 1-5 for each Contact you would like to create.

*Please note your organization's configuration for placing the Account Contact 1 and the Account Contact 2 when creating Contact records.
**Omitting the Contact Salutation will interfere with the Contact & Account Greeting fields.


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