Add and Manage Contacts (Browser)

On the Profile View, page, a list of all contact records from the past 90 days display in the Recent Contact section. Contacts are displayed with the most recent at the top, and includes the first line of the contact description. To create a new contact, click Add a Contact. Enter the person that was contacted, change the date if necessary, enter a subject and description, and choose a Contact Type and staff person who made the contact.

To see contacts outside of the 90 day date range or to view and edit details on existing contacts, click Manage All. Contacts from the past 12 months are displayed by default, and you can change the date range in the top right corner if you need to search back further. You can also choose to edit any existing contacts by clicking Edit on the right of each contact record.