General Overview: Contacts

Contacts Overview

Contacts can be created in the platform and associated with Events and Places. Any user type can create and assign contacts in okapi. Utilizing the contacts feature can benefit an entire organization. Keeping contacts within the platform gives the whole team access to important contact information they may need in the field. This feature also ensures that when team members make connections in the field they can make that information available to leadership. Crucial information stays within the organization even if a team members moves to a new project or opportunity. 

Contacts can be created in the platform and associated with Events and Places. Users can navigate to the Contacts Tab by selecting Contacts from the menu on the left of the screen. 

Contacts_tab.png

Contact Creation

Field Reps and higher can create and edit contacts. Users can select the Add New button to create a new contact. 

Contact_creation.png

After selecting Add New users will be prompted to create a contact. The following information will be requested: First Name, Last Name, Email, Title, Organization, Primary Phone Number, Secondary Phone Number and notes. 

Note: First and Last name are the only required fields. 

Contact_add_new.png

Event Contacts

Contacts can be associated with specific events. To associate a contact with a specific event, users should navigate to the event and select the contacts tab. Users will see any contacts already assigned and have the option to add more by selecting Add New. 

Contacts_Event_Tab.png

After selecting Add New users will have the ability to select which contacts they would like to assign to the event. 

Contacts_Event_Add.png

Place Contacts

Contacts can be associated to specific place. To associate a contact with a specific place, users should navigate to the place. Users can either select the place from an event or activity, by selecting View Place on the overview tab.

Contact_Place_Event_o.png

Users with access to the places tab can also navigate to a place by selecting the places tab from the menu on the left of the screen. 

Note: Event Manager, Program Manager, and Site Admin have access to the places tab. Field Reps do not have access to this tab and must select a place from an event or activity. 

Contacts_Places_Tab.png

Once a user has selected a specific place to view they will see the Place Overview tab and should select the Contacts tab. 

Contacts_Places_Overview.png

Selecting Add New allows users to associate a contact with this place. 

Contacts_Places_add_new.png

Contacts_Places_New_COntact.png

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.