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