Adding key contacts to organisations
Having added organisations to the Network module, you can add the key contact Members for each organisation. For example, you could maintain key contacts for the Leader, Minister, Safeguarding Lead, Trustees or heads of certain ministries in an organisation. Organisation members are first added as Contacts to the Address Book - see our related support article on Adding contacts to the Address Book. Once added there, they can be assigned as organisation members. A contact can be assigned to multiple organisations, if applicable.
To add an Address Book contact as an organisation member, click on the Members tab and click Add member.
On the Add member pop-up, search for and select one or more People to add to the organisation as members. Matching names are shown as you type. Note that you can also search using Address Book tags - ideal if you want to bulk-add multiple tagged contacts to an organisation member list.
You can optionally assign Roles - see the related support for further details on Assigning roles to organisation members. Selected roles change from grey to blue. Click Save to add the member. Continue adding other organisation members and assigning roles as appropriate.
Note the member bulk actions available: Send Email, Send SMS, Download CSV, Print labels/badges or Remove member. Removing a member from an organisation unlinks them from the organisation, but their contact profile is preserved unaffected in the Address Book. However, if an Address Book contact is archived or deleted, they are unlinked and removed from the member list for all organisations they were previously added to.
The Engagement tab of an Address Book contact's profile page shows details of their network connections. From that network widget, contacts can also be added directly to an organisation's member list.
Finally, the Members section of the module allows you to view and further filter the full list of members across all organisations. The Search function can be used to find individual member records - the list filters as you type - or you can use the Advanced Search to filter based on selected Roles or Labels.
From there, you can use the Bulk Actions at the top of the table to Send email, Send SMS, Download CSV files and Print address labels and name badges for just those in your filtered list.
The Download CSV option opens a pop-up through which you can choose the member fields to be included in the output:
The Print option opens a pop-up through which you can control settings for labels and badges:
