Contact Record Overview

A comprehensive guide to navigating the contact record and the various actions you can perform within it

 

 

Actions

 

Manage essential tasks by clicking the 'Actions' button located at the top-left corner of a contact record. This will allow you to perform the actions listed below.

 

• Message (Email/SMS)
• Add to Group/Product
• Invite to Product/Organisation
• Add Note
• Request Payment
  
  
  

Left-side panel

• Details: The contacts personal information 
• Account owner: The account owners personal information
  • If you have clicked into the account owners record this information will display in the 'details' section and the 'account owner' section will not appear
• Active payment methods: Any mandates or saved cards that the account owner has set up
• Medical: Any medical information if the account owner has shared access
• Linked contacts: Any profiles linked to the contact (account owner, siblings etc.)
• Contacts: Emergency contacts and any individuals designated to receive copies of emails sent to the contact via LoveAdmin.
• Groups: View, add and remove the contact from your organisation groups
  
  

Main Dashboard

 

Dashboard

 

Overview: Account balances for invoices for all linked contacts

Invoiced: Quickly view invoiced and paid amounts over a specified date range

Active Products: Products that are ongoing or planned for a future date for all linked contacts

Finance

 

Invoices: A record of all invoices over a specified date range

Orders: A record of all scheduled orders for the contact 

Upcoming Renewals: Any of the contacts renewals that have not yet moved to 'Orders'

Suspended: Any of the contacts renewals that have been suspended

Statement: A statement setting out debit and credit transactions between your organisation and  the customer

 

Messaging

 

History: A comprehensive history of all email and SMS communications that have been sent to the member

Timeline: View messages that have been delivered to the contacts JoinIn timeline

Preference Center:  View the communication preferences that the account owner has set in their JoinIn account

Attendance

 

Access a detailed overview of the contact's past and future session attendance records

Development Programme

 

Track and manage the contact's progress in any related Development Programmes

Activity Logs

 

A comprehensive record of all activity/changes made to the contacts record

Right-side panel

 

• Notes: View, edit and delete any notes associated with the contact
• Consents: View the contacts consent responses
  • these can only be edited by the customer in their JoinIn account
• Forms: View and edit the contacts form responses
• Shared Files: View and download any files that the contact has shared with your organisation
• Product Invitations: View the status of any product invitations that have been issued to the customer and delete if required