Support Center

The Contact Record Page

Last Updated: Aug 07, 2017 09:59AM CDT
The Contact record is where you will record information directly related to an individual. The page layout has multiple sections with data fields in each. The page has likely been customized to your organization's needs.

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Membership information:
The "Member Status" is indicated with a red or green flag, based on the membership information (auto-populated from the Invoice - setting up the Membership dues). 

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Contact 1/ Contact 2:
There are 2 fields to track whether the specific contact is Contact 1 or Contact 2 on their Account. Titled “IsContact1?” and “IsContact2?”, these fields are set automatically when that Contact is defined as the Contact 1 or Contact 2 for their Account. This change will make reporting on those Contacts easier. This is a separate feature than the "Contact Type" field as explained here.


Auto-Greeting Naming:

There are three Contact fields to manage individual greetings: Formal Greeting; Informal Greeting; and Use Auto Greeting. If the Use Auto Greeting checkbox is set to True on the Contact’s page, the Formal and Informal greetings will automatically be defined.

The automated values use the following formats:

Formal Greeting: Salutation & First Name & Last Name

Informal: First Name

Uncheck the box if you would like to use your own, custom formulation.

NOTE: These new Auto Greeting fields affect ONLY the Contact record; they do not impact the Auto Greeting, Formal Greeting, or Informal Greeting on the Account.

Birthdate Infomation:
The Hebrew date is automatically calculated based on "Time of Birth". You can set this field to default to Before or After Sunset.

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Bar/Bat Mitzvah Torah Portion:

When a Bar/Bat Mitzvah Date is entered, the Torah Portion and Bar/Bat Mitzvah Hebrew Date will automatically calculate and populate.

Related Lists

Open Activities and Activity History: 
Track all your interactions with your members, prospective members and other contacts. Click here to learn more about Activities. 

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Track contacts' relationships with people, other households and accounts. Click here to read more about the relationship module. 

Outreach History: 
Track your members' involvement in all your synagogue's activities, events, conferences, etc.

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Track Members' dues and other contributions in the Invoices related list.Description: 1.png

Volunteer Interests: 
Track members' volunteer interests and their volunteer hours 

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A contact's school education is helpful for a 360 degree view of them. Note that this section of the contact record is for EXTERNAL schools, not for students at your synagogue's own school. Those students are tracked elsewhere in the system.


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