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<< Click to Display Table of Contents >> Navigation: Participation Menu > Add/Edit Contacts |
A contact can be any person associated with your U3A but is not a participant. Think of the list of contacts as your U3A's virtual Teledex.
A contact may be assigned one or more Tags. A tag is simply a means of grouping like contacts together.
Use this procedure to maintain your list of contacts and tags. The procedure consists of three tabs...
Use this tab to add, edit or delete contacts. The fields on the contact record mimic the participant fields discussed in the Add/Edit Participants topic. The major difference being a contact record only requires a First and Last Name. All other fields are optional.
The Email Address field requires special note. Unlike the Participant email address, no validation of the contact email address is performed. It is therefore important that the email address be carefully checked before saving the record.
This tab provides a list of contacts grouped by tag. Note that a contact may be listed multiple times if it has been assigned multiple tags.
This tab allows the addition of new Tags and the edit or deletion of existing tags. A tag has two properties...
a.Can Lead? Contacts assigned the tag with this field checked will be permitted to lead classes.
b.Can Enrol? Contacts assigned the tag with this field checked will be permitted to enrol classes.
Refer to The difference between a Participant and a Contact topic for a discussion of system behaviour when these fields are checked.
Both the Contacts tab and the Contacts By Tag tab have the ability to communicate with contacts. Review Communicate topic for details.