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Liaison

Navigating Contacts

The Contacts area is where you can collect and view the data and activities of any people or organizations with whom your institution engages. From the Settings menu, you can add as many contact types as needed. Contacts may include recruits, applicants, students, and others.

Contacts view legend

  1. Navigation Menu: use this menu to switch to different sections of the application. Click << to collapse the menu for a larger working area.
  2. Contact Type and Segment Selector: use this drop-down to filter the list by Contact Type or Segment.
  3. Search Button: use this to search for contacts using their name, email address, phone number, city, zip code, or other contact information.
  4. List View / Map View Toggle: use these buttons to toggle between viewing contacts in a list or a spatial map.
  5. Filters: use this button to filter your contact list. For example, you can filter by address to isolate all contacts from a specific city. Continue to add filters as needed, and save the filter as a Segment for later reuse.
  6. Add Contact Button: click this button to add an individual contact or to add contacts in batch using a CSV, JSON, or XML file.
  7. Contact List: click the desired column header to sort by that column. Use the checkboxes to select contacts to perform an action on. Click the checkbox at the top of the grid to select all the checkboxes.
  8. Edit Grid Button: click this icon to edit the columns included in the contact list grid.

When using filters to isolate contacts that meet the criteria of your choice, keep in mind that the contains filter only accepts whole words. For example, the querying for contacts from a State that contains "Texas" will work, but "Tex" will not.

Click any contact to review their Contact Information page. When you select contacts using their checkboxes on the grid, a menu appears with available actions.

            Checked boxes on the Contacts view

Merging Contacts

When you select the Merge action when working with contacts, the data from two or more separate contacts is combined to form one contact. This is useful in the case of duplicate contact records.

Confirmation to merge Contacts

If there are multiple contacts with data populating the same fields, the most recent data source takes precedence.

The data sources are also ranked to determine priority. This ranking can be found by going to Settings and navigating to Data Sources in the Integrations menu.

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