Client contact management for NPOs

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it's easy to create a new contact in act crm to create a contact you must be looking at the list view of your contacts so if you're looking at the detail view for a contact like i am right here just click the x button in the top right corner and now while you're on the list view for your contact records just click the add new button also in the top right corner now we can create a new contact let's start by entering the name of the contact in the field at the top now this field expects to see a first and a last name although you can also add any middle names here too next let's click the add title button to provide this contact's business title here you can choose one from the drop-down list or enter a new title at the bottom of the field once you've chosen a title click the green check mark to save it now we can add the contact to an existing company in the database or we can enter a new company name that isn't yet in the database when you do this act will attempt to locate the company by doing a quick search if that company already exists if it doesn't then act will create the company once you save this record so again click the green check mark button and finally let's add an id status for this contact the id status field answers the question how does this contact relate to me are they a customer or are they a supplier or are they a friend you can choose more than one option from this list and you can also add a new value to this permanent drop down list down below once you've made all your choices here click the green check mark button to save that selection next let's add some details to this contact record starting with the contact owner which employee at your company will own this record choose them from the drop down list and now you can add email addresses and phone numbers for this contact you can designate whether the email and phone number are business or personal and if you need to add more click the add another button beneath each area to supply multiple email addresses and phone numbers beneath that let's enter a physical business address for this contact now it's important to choose the country first because this will populate the screen with specific field types beneath it for example if i choose united states then you'll see that we have fields for state and zip code but if i choose united kingdom [Music] then those fields will be replaced with county and postal code so you can see that it's important to choose your country first [Music] okay further down on the screen there is the additional details area that you can use if you want for example if you know any of the social media pages for this contact use the drop down list to choose the type and then put the url for that social media page in the field next to it the referred by field answers the question how did this contact find me were they referred to you by your website or did you initially meet them at a trade show this information can help you target a specific segment of your customers or prospects based upon how they found you the salutation field represents a nickname so if this contact's name is allison but she prefers to be called ally then enter ally here in this field then all communication from act will use the salutation field by default when you scroll to the bottom you'll see a list of any custom fields that you may have created for use with contacts in your act database in this example i have created custom fields for account number and payment due date and so those fields are getting displayed here in the custom fields area finally if you want to restrict access to this contact and its data then use the toggle switch down below called set to private after doing so only the contact owner will be able to access this contact okay now let's go to the top right corner and save this contact record if you have several contacts that you want to create then click save and add another otherwise just click the save button you'll notice a few notifications that come sliding in from the left these say that the contact was not only created but if you entered a new company name then act will also create that company record for you too and once you've saved a new contact then there are a few additional things that you can do for one thing you can edit this contact at any time by clicking the pencil button in the top right corner you can also expand any of these ion areas to access and edit additional information the notes and activity ion lets you add notes for this specific contact and you can also schedule calls meetings and other tasks with them here if we scroll down below the custom fields area let's look at the contact associations ion here you can add this contact to lists companies or opportunities in your database this is a quick way to associate your contact with other records in your act database