Contact list

Menu Contacts1 min read

The Contacts module is your club's central directory. It gathers three types of records on a single screen: members (people registered with the club), companies (sponsors, partners, suppliers) and families (members of the same household grouped for invoicing and communication), as well as the groups (teams, categories, commissions, committee…) that organise your members.

All the records are shown in a large filterable grid, the starting point of all your everyday actions: add, edit, print, export, send an email to a selection or import.

Workspace of the Contacts module
  1. The toolbarall the tools to manage contacts, with a single click: add, edit, delete, print, export, import…
  2. The list's header barthe search, the number of contacts displayed and the column settings.
  3. The predefined filtersshow all the contacts of one type with a click.
  4. The groupsclick a group to show its members in the grid.
  5. The distribution listsclick a list to show its contacts in the grid.
  6. The gridthe contacts and their data.