Skip to main content
Skip table of contents

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
Tasks | Adding admin tasks regarding a contact
Admin Tasks | View admin tasks and update progress
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

JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.

Contact Support Close