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  1. Member365
  2. Contact Record Management
  3. Create/Edit

Create/Edit

  • How to Enable or Disable Notification of Member Profile Updates
  • How to Export a Contact’s Information
  • How to get Contact Profile Update Notifications
  • How to Grant or Revoke Member Portal Administrator Status
  • How to Identify the Contact Record Associated with a Contact ID Number
  • How to Impersonate a Contact
  • How to Manage Email Consent Settings
  • How To Manage Member Portal Access Rights for Non-Members
  • How to Mass (Soft) Delete Contacts
  • How to Permanently Delete a Contact
  • How to Remove a Member from Automated Recurring Billing (ARB)
  • How to Restore a Soft Deleted Contact
  • How to Soft Delete a Contact
  • How to Tag a Contact
  • How to Update Organization Contact Information
  • How to Verify Imported Contact Data
  • How to View a Contact’s Engagement History
  • How to View an Individual's Contact Demographic Form Responses
  • Role Management
  • What are Related Contacts?
  • What Do the Red Exclamation Marks Next to Contact Names in the Contact List Mean and How Do I Get Rid of Them?
  • What does ‘Related Contacts’ mean on a Contact Record?
  • What is the Communication & File Log
  • Why Can’t my Contact Log In?
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