Contact Management and Adding to Events

As an Admin, you can manage Organizational Contacts by going to "Settings > Advanced >  Contacts", located on the left sidebar of your dashboard.

From here you can:

• Add New Contacts.
• Edit existing contacts 
• Delete Contacts.

Not only can you manage Contacts at the Organizational level, you can "Quick Add" any of these Contacts to your Events. This prevents you from having to enter Contact info over and over again when adding them to an event.

• • Once the contacts are added within Settings>Advanced>Contacts by an Admin, ALL users have access to the existing contacts and can add them to an event. 

Contacts on Events

To add existing Contacts to an event, simply check the "Add to Event" on the Contacts tab of the event.

To add a new contact, that is not already showing on the list, click "Add New Contact". Doing this will only add the new contact to that event. Before saving their information in the pop-up window, you can choose to check the "Save the Contact for Future Use" option which will add the contact to your Contact list.

If you don't initially save them to the contacts list, but later decide to, you can click "Add to Contacts".

Email Notifications to Contacts

Once the event has been approved, the contact(s) that you selected to be added to the event, will be sent an email notification with event information.