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Home > Features > Contacts
Home > Features > Contacts
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Contacts

Store member and contact details securely with controlled admin access.

The contact page gives you a view of everything you know about a contact so that you can keep track of members (past, present and future), visitors, companies and other organizations that you interact with.

Shared access to contacts ensuring you all have a single up-to-date view of the contact.

Categorize contacts using tags that you define and that are relevant to your organisation. You can even customize SCM to record additional information with custom fields.

Clubs and associations can use Tags to describe various special interests, activities, affinities and expertise within the membership. Tags can be grouped into categories which you also define.

Easily add notes about conversations you've had, meeting outcomes, how the contact is known to you etc.

Attach documents, photos and other files.

Import contacts from vCard and CSV files.

Contacts can have login enabled and view content based on their membership or access level. The Profile screen allows conatcts/members to update their personal information, bio and photo, and preferences for forums, interest groups and other modules, and to view outstanding invoices as well as a complete transaction and payment history.

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