Contact Record Management

Get Started

• Contact Record Management Designed For Your Organization
• Contact Record Management with Member365
• Getting Started: Contact Record Management
• How to Configure Job Board Post Management Settings

Create/Edit

• Can I merge Duplicate Contact Records in Member365?
• Download The Member365 Data Import Template
• Error message: Email Address is not Unique
• How do I delete contacts to maintain GDPR Compliance?
• How do I delete contacts to maintain GDPR Compliance?
• How do I get notified if a contact or member updates their profile?

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Reporting

• How to Generate and Export a Contact Frequency Report
• How to Pull a Shared Tag Report
• How to see which users have updated their Member Portal profiles
• What is the Soft Delete Contact Report?