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Tracking Multiple Contacts for Groups

Tracking Multiple Contacts for a Group

Use the Core tab in the group record to store each group's main contact person's information. When you create address labels or address lists, Volgistics uses the address on the Core tab as the group's mailing address. Also, email messages are sent to the address stored on the Core tab. If a group has secondary contacts, you can store their information on the Contacts tab of the group's record for reference purposes.

The first step to do this is to add a Contact Kind field entry for tracking an additional group contact. If you have not done this already, here is how to add the entry:

  1. Choose Setup from the menu.
  2. Expand Field Options.
  3. Select Contacts tab.
  4. Click Kind.
  5. On the Field Properties page, enter the new kind (e.g. Secondary Group Contact) in the Add a new item field.
  6. Click the Save button.

After you have made the new Contact Kind, you can add additional contacts for your group record like this:

  1. Choose Volunteers from the menu.
  2. Open the record for the group you want to add additional contacts information to.
  3. Select the Contacts tab.
  4. Click the Add a new contact button.
  5. Select the Contact Kind you created from the Kind field dropdown list.

    Contacts tab in a volunteer record with the Kind field highlighed

  6. Enter the information for the secondary contact.

  7. Click the Save button.
Tracking Multiple Contacts for a Group