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). A ShareVision Administrator does have the ability to add additional types of profiles as necessary.

• Individual - a contact supported by your organization

• General Contact - an independent contact not associated with an organization. These include family and friends of the individual.

• Professional - a business or medical contact

This section of the ShareVision v4 Knowledge Base provides information about the Contact Manager and includes instructions for adding and working with Individuals and Contacts on your ShareVision site.

Getting Here - Contact Manager

Click the Contact Manager icon in the QuickStart menu.  Note that by default only Site Administrators have access to this feature.