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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

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