Contact Manager v.3.7
Applies To Version(s): 3.7 - Contact your ShareVision Product Expert to upgrade.
About - Contact Manager
The Contact Manager provides a central location from which to search, add, and manage all your stored contacts and organizations. Note: ShareVision uses the term "contact" to describe three different kinds of profiles (by default):
- Individual - a contact supported by your organization
- General Contact - an independent contact not associated with an organization
- Professional - a business or medical contact
Contacts are entered and managed in the Contact Manager, as are Organizations you work with. In addition, you can use Contact Manager to enter new ShareVision Users into your site.
A ShareVision Administrator does have the ability to add additional types of profiles as necessary.
Getting Here - Contact Manager
Click the Contact Manager button in the QuickStart menu. Note that by default only Site Administrators have access to this feature.
How-To
Activate or Deactivate an individual
Add a New Contact through the Contact Manager
Add a New Contact through a Program/Residence Details Page
Add a New Organization through the Contact Manager
Add a New User through the Contact Manager
Add an Individual to a Program or Residence using Add to Program or Residence link
Add an Individual to a Program or Residence using Program History
Add an new individual to program or residence using the Contact Manager
Add an individual to program or residence using the Intake New Clients Wizard
Edit/delete a contact name or profile
Correct the spelling of a contact name
Rename the My documents folder for a Supported Individual
Make contact active/Deactivate contact
Make an individual active_deactivate an individual
Edit an organization in your contacts list
Delete an organization in your contact list
Add or remove a field from the Person Details Web part in the Contact Manager
Add or remove a field from the Organization Details Web part in the Contact Manager
See Also
Contact Management - Organizations
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