Find and view contacts

Owned by Ann Turner
Last updated: Oct 28, 2020
2 min read


Contacts

A Contact is equivalent to a member/customer record in netFORUM.

Find and view contacts  (Video)

Link to Fonteva Users Guide: https://fonteva.atlassian.net/wiki/spaces/FLG/pages/880115827/Accounts+and+Contacts

Note:

  • Depending on your permissions in Fonteva, you may or may not see options/links to edit a contact record.  If you have access to make edits, the pencil icon to the far right of an item will be bold when you hover your mouse over it. See this page for instructions on editing a contact record.
  • At the very bottom of a Contact record, you will find information on when the record was created and by whom and when the record was last modified and by whom.

You can access Contacts via the navigation bar, global search box or the App Launcher. Reference screenshots below

  1. Click 'Contacts'.
  2. Navigate to an individual's contact record and click it.
  3. The Contact page is displayed. At the top of the page, you will see the Account Name associated with the Contact.  Every contact record needs to be associated with an account.
  4. Below the information referenced above, is a Related List Quick Links section.  Quick Links are shortcuts to specific areas of information for the contact record.
  5. Below the Quick Links, you will see a Related and Details tab.
    1. The Details tab displays additional information such as AIA designation, demographics, AIA member flag, licensure information, legacy account numbers, contact information, etc.
    2. The Related tab provides access to addresses, badges, membership orders, receipts, invoices, event registration information, notes, membership history, and firm billing contacts.


Contacts page:


Navigation bar:


App launcher: