Page tree

You can add information about contacts for an organization, event package, or facility. This can include, but is not limited to, any of the following:

  • Leaders and members at the organization
  • Individuals in charge of the event(s) in an event package
  • Employees and volunteers at the facility
      
 To add an organization's contact
  1. On the Information tab, click Organizations & Individuals.
  2. Locate the organization record you want to add a contact to.
  3. In the navigation pane, click Contacts.
  4. Click Add on the bottom-right of the window.
  5. Enter any information about the contact you want to include.
  6. Click Save.
 To add a contact for an event package
  1. On the Information tab, click Event Packages.
  2. Locate the event package record you want to add a contact to.
  3. In the navigation pane, click Contacts.
  4. Click Add on the bottom-right of the window.
  5. Enter any information about the contact you want to include.
  6. Click Save.
 To add a facility's contact
  1. On the Information tab, click Facilities.
  2. Locate the facility record you want to add a contact to.
  3. In the navigation pane, click Contacts.
  4. Click Add on the bottom-right of the window.
  5. Enter any information about the contact you want to include.
  6. Click Save.

 

You can quickly import contacts from your PDS Office programs. All the member information is transferred into the contact record.

 To import a contact from PDS Office
  1. Locate the record you want to add a contact to.
  2. In the navigation pane, click Contacts.
  3. Click Import Contact on the bottom-right of the window.
  4. If the Data Path dialog box displays, click Browse to locate your PDS Office Data folder. For example, X:\PDSOffice\Data. When you locate your data folder, click OK, then click OK in the Data Path dialog box.
  5. Select an individual from the grid or enter the name in the Find a Member field.
  6. Click Use This Member.
  7. Edit any information or enter any additional information you want to include.
  8. Click Save.

 

As you add contacts, a tab displays at the bottom for each contact.

Related Topics