Contacts
The Contacts module allows you to manage all your contacts, create different types of contacts, invite contacts, and import contacts.
For more information, refer to the following sections:
- Adding Contact as an Admin
- Types of Contacts
- Invite a contact to login
- Admin | Inviting Contacts to login - Bulk Invite option
- Admin | Resend a invite email to a contact who has not logged in accepted/logged in yet
- Contacts - Manually assign a label to a contacts file
- Contacts - Advanced Bulk Assign Label/Tag Management
- Contacts | Manually Sharing Document to a contacts Portal
- GDPR Management & Automatic Contact Information Cleanse routines
- Invoice Bookings | Allow Approved Organisation Pay via Purchase Order/Invoice on the checkout
- Organisation Primary Contact Management (For accounts, booking emails..etc)
- Admin | Adding Internal Notes on a Contact file
- Bulk Importing CSV Contacts/Organisation to CourseCo
- Documents Tab: Adding/deleting/sharing Documents on a contact
- Merging Duplicate contacts
- Inactive Contacts / Archiving Contacts as an admin
- Contacts | Admin - Adding a profile image to a contacts file
- Contacts FAQ
- Contacts | Editing a contacts user level eg Student or Org Rep
- Admin | Editing a Contact’s Login Role
- Admin | Updating a Contact’s Marketing Preference
- Global Org Rep | Creating, Editing & Inviting Users
- Schedule Management | Create, edit, review
- Contacts | Adding a Trainer as a Contact
- Managing Contacts | User Login & Access
