Kananas allows you to manage all your contacts, whether they are members, suppliers, donors, volunteers, etc.
The different types of contacts can be configured in settings/repository: contact types. You can change the contact type at any time, an external person can become a member for example, without having to re-enter their file.
Contacts can be added to your database manually from the Backoffice, automatically online via the registration form, or by file import.
Contact files contain :
- identification information: last name, first name, address etc.
- information related to the personalization of files.
- access rights: list of authorizations and access to the software.
- the cart: list of all purchases and payments for the contact
- the schedule: list of all past and future activities to which the contact is assigned.
- the documents attached to his file
- the log: list of all actions carried out on the file
You can organize your contact database according to several criteria :
- Type: member, donor, etc.
- Category: office, supervisor, etc…
- Status: active, deregistered, etc.
- Tag: label that you place on the file, example: “to be completed”
Files can be modified from the Backoffice by authorized people only. The contact can also access their file from their member portal, and modify certain information: address, telephone number, etc.
Searching for a contact
To search use the search button at the top of the page.
Nb: it is also in this part that you can indicate the number of folders that you want to appear on a page.
Collective actions
To save time, you can select several files and perform certain actions collectively:
- Assign to an activity
- Add product
- Add a tag
- Change category
- Change rights
- Change entity
- Change status
- Change type
- Send a text message
- Send a standard document
- Send an email
- Force balance
- Print a sample document
- Remove a tag
- Reset password
- Delete
Deleting contact records
Contact records that you delete are moved to the Trash, where you can restore them if you believe they were deleted by mistake. The Trash is available from the Contacts menu under the Trash tab.
If you empty the Trash, all records it contains will be permanently deleted.
To learn more about contact management