Contacts are the individuals that make up your database. They are displayed in Contacts > Management and identified with blue circled initials. Contacts do not have access to your Portal database unless they are created as a Portal user. Portal users are shown as orange and volunteer accounts are shown as green.
Create a Contact
1. Hover over 'Contacts' and select 'Management' to access.
2. At the bottom of the page, select 'Create Contact' in the bottom right to open the contact sidebar.
Required Fields
3. Necessary contact creation fields include:
First Name
Last Name
ZIP code OR email OR phone
State
Volunteer accounts (enabled for use i360 Call and i360 Walk) require:
First Name
Last Name
Email
'Volunteer' box checked
State
View our Volunteer Creation Guide here
Portal user accounts (enabled for access of the i360 Portal) require:
First Name
Last Name
Email
'User' box checked
State
View our User Creation Guide here
View Contact Details
4. Once you select 'Create Contact' after inputting all required information, a notification in the bottom left will appear with the option to 'View Contact Details'.
Clicking this will take you directly to your contact's profile. If you miss this notification, contacts can be found using the search bar at the top of the screen. Contacts will appear in your main Contacts Management menu after a few minutes while the record caches.
Contact Profiles
Please view our guide on Contact Profiles for an overview of available features on individual contact profiles.
Create a Contact Through Shortcuts
A shortcut option for user creation is also available from the '+' button in the navigation bar. Select 'Contacts' to open the same 'Create Contact' sidebar.
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