About the contact module

Overview

The contact module is the central place to manage people, organizations, and event interactions.

Note: Visibility of contacts, leads, and duplicates depends on your contact permissions.

Sections

Contacts

Manage people and representatives centrally.

Import contacts

CSV import for contacts, leads, and institutions.

Salutation categories

Salutation levels, categories, languages, and templates for contacts and mailings.

Institutions

Companies and organizations.

Leads

Event interactions, invitations, categories.

Potential duplicate contacts

Clean up automatically detected duplicates (nav: Duplicates).

Usage

The contact module is the basis for mailings, lead categories in events, and access voucher logic in ticketing.