Contacts
      Back to home
      1. Help Center
      2. People
      3. Contacts

      How do I add, edit, and delete an a contact?

      Managing your contacts in POINT is simple—whether you want to add, edit, delete, or archive a contact. Here’s how to do it.

      There are three ways to create Unclaimed contact records in your organization's database:

      1. Add New Contact - you can manually type in one name
      2. Quick Add Multiple Contacts - you can manually type in their multiple names and email addresses
      3. Import Contacts - you can upload a CSV file containing multiple names and email addresses

      How to add a contact manually (see video below):

      1. Use the left side menu to find “People” then “Contacts”

      2.  Hit “Add New Contact” in the upper right hand corner

      3.  You must fill out the contact's first name and last name, while other information is optional. Once you're done, click the "Add Contact" button. The contact record will be created, and you'll be directed to their contact profile.

      How to add a contact manually:

      How to quickly add multiple contact records (see image below):

      1.  Click on the “Create contact” button on the Contacts page.
      2.  Click on “Quick Add Multiple Contacts”
      3. Enter their First Name, Last Name, Email Address and you can associate contacts with Groups
      4. Choose the option:  "Create Contacts only" and click "Create Contact"

      Frame 729

       

      How to Import Contacts CSV file (see image below):

      1. Click on the “Create Contacts” button and select “Import a CSV” on the Contacts page.
      2. Click the “Upload a CSV file” button (Download the CSV template).

      Frame 730

      How to edit a contact record (see video below):

      1. In the contacts section, search for the contact you need to edit.
      2. Click the three dots on the right side of the contact record, then select "Edit."You can also click on the contact record, select "Actions" at the top, and then click "Edit."
      3. Update the necessary fields, then make sure to click "Save Contact" to save your changes.

      How to edit a contact record:

       

      How to remove an individual contact (see video below) :

      1. Go to "People" and then select "Contacts".
      2. Find the name of the volunteer you want to remove.
      3. In the same row as their name, click the box with the three dots ("...").
      4. Select "Delete" from the options.

      You can also remove from the contact record's details:

      1. Access the contact's profile.
      2. In the top right corner, click the orange "Actions" button.
      3. From the drop-down menu, select "Delete".

       How to remove an individual contact:

      How to mass remove Contacts (see video below) : 

      1.  Use the left side menu on your admin dashboard and click “People” then “Contacts” 

      2. Use the checkboxes to select the contacts you want to delete. You can also use the Sort and Filter functions to find a specific category of contacts, then use the checkbox at the top to select all the people in that list.

      3. Once the contacts are selected with checkboxes, go to the top right corner and click the orange "Actions" button. From the dropdown menu, select "Delete Contacts."

      4.   A confirmation pop-up labeled "Delete Contacts" will appear, showing the selected contacts in a box. This gives you a chance to review and confirm your selection before proceeding with the deletion.

      5. Click the "Delete" button to permanently remove the selected contacts from your organization.

      Note : Contacts with event signups or hours  cannot be deleted and will be archived.

      How to mass remove Contacts:


      Questions? Email us at .