Contacts Overview

The Contacts section helps you to manage information about your contacts and perform a variety of tasks, such as sending out communications and adding people to groups and products.

Note: The Contacts section will only show users that have purchased an item through your shop, or have been added manually to your organisation.

Users added manually that already have a Joinin account will need to accept an invitation before appearing in your Contacts. 

Users marked as inactive will not appear in your Contacts.

Users, beneficiaries and how to identify them

Only users can log into LoveAdmin. Users are solely responsible for updating their personal information and sharing this information with your organisation. Users can add and link more beneficiaries to their account via their Joinin account; the LoveAdmin interface will be known as Joinin to people outside of your organisation).

A user can have multiple linked contacts, known as beneficiaries. For example, a parent may be a LoveAdmin user and have all of their children linked to their account. All users and beneficiaries will have their own contact records.

You can identify who is the user and who is the beneficiary by checking the name shown in the 'Owned By' column. In the example below, Hedwig Acosta and Reece Acosta are both linked to Carter Acosta, as their contacts are owned by Carter Acosta.

 

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Tip: You can choose which columns you'd like to see by clicking on the "Choose columns" icon image-png-Mar-11-2022-09-40-10-11-PM

The Contact's Record


To view a full contact record click on the view record icon to the left of contact name. 

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The full contact view contains a set of tabs with all related information you have on that contact.

Personal info is information that is directly managed by the contact through their own personal Joinin account. There are also reports for Financial info, Communication, Attendance, Development programme and Membership info.

Important: Personal information cannot be changed by admins and is controlled solely by the user.

The columns "Internal data" and "Notes" are fields unique to the organisation account and that data is visible and editable by the organisation only.

Using the side bar to filter contacts and perform actions

You can use the filter in the side bar to help filter contacts and perform actions.

You can filter by groups of by products; use the drop down menu to select. 

Use the check boxes beside each product group to filter the contacts list.

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Side Note: When all check boxes are deselected then all contact records will reappear


The sidebar is dynamic and will allow you to perform actions once contacts have been selected - use the checkbox beside each contact to make a selection.

Once a contact(s) has been selected, you will see Manage, Communicate and Data drop-down menus appear in the side bar 

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Tip: You'll have received full training on the Contacts section during your Handover call during your onboarding training. If you need more help navigating contacts, we'd suggest re-watching the recording of that training call.