Contacts Management
Learn how to create, edit, and organize contacts within your account.
10 articles
- Call, Text, and Email in Contacts ManagementCall, text, and email individuals directly from Contacts > Management, and track all correspondence by individual or by action taken. Standard i360 rates apply.
- Calling in Contacts ManagementMake calls to individual records from i360 Contacts Management, the CRM for looking up and contacting people, from the Contacts Grid or an individual profile.
- Contact ProfilesView an individual's Contact Profile in i360 Contacts Management to see contact information, voter history, and any tags or notes applied over time.
- Create a Contact RecordCreate a contact record in i360 Contacts Management to add a person to your database. Learn the required fields and how contacts, users, and volunteers differ.
- Create Static or Dynamic Lists in Contacts ManagementCreate static or dynamic lists in i360 Contacts Management to track volunteers, users, and supporters, viewing exactly who's in the list before you save.
- Filter Options in Contacts ManagementUse the Filter By options in i360 Contacts Management to find volunteers, users, or contacts in your database. Includes a video overview of the CRM.
- How to Merge ContactsUse Merge Contacts in i360 to combine two records into one, choosing which takes priority while carrying over information and tags from the secondary record.
- Search for Individual ContactsSearch for individual contacts in i360 Contacts Management, the CRM for looking up records, by using the FN LN Contact column to find specific people.
- Sending Emails in Contacts ManagementSend emails to individual records from i360 Contacts Management, the CRM for looking up, tagging, and contacting people, from the grid or a profile.
- Texting in Contacts ManagementSend texts to individual records from i360 Contacts Management, the CRM for looking up, tagging, and contacting people. Note the texting registration requirement.