\n![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-17-30-SOA-club-Contact-1024x623.png\" "\\"association")
<\/figure>\n<\/div>\n\n\n
<\/figure>\n<\/div>\n\n\n<\/div>\n\n\n\nContact files contain :<\/h3>\n\n\n\n
Contact files contain :<\/h3>\n\n\n\n\n- identification information: last name, first name, address etc.<\/li>\n\n\n\n
- information related to the personalization of files.<\/li>\n\n\n\n
- access rights<\/a>: list of authorizations and access to the software.<\/li>\n\n\n\n
- the cart<\/a>: list of all purchases and payments for the contact<\/li>\n\n\n\n
- the schedule: list of all past and future activities<\/a> to which the contact is assigned.<\/li>\n\n\n\n
- the documents<\/a> attached to his file<\/li>\n\n\n\n
- the log: list of all actions carried out on the file<\/li>\n<\/ul>\n\n\n\n
You can organize your contact database according to several criteria :<\/p>\n\n\n\n
\n- Type: member, donor, etc.<\/li>\n\n\n\n
- Category: office, supervisor, etc\u2026<\/li>\n\n\n\n
- Status: active, deregistered, etc.<\/li>\n\n\n\n
- Tag: label that you place on the file, example: \u201cto be completed\u201d<\/li>\n<\/ul>\n\n\n\n
Files can be modified from the Backoffice by authorized people only. The contact can also access their file from their personal space, and modify certain information: address, telephone number, etc.<\/p>\n\n\n\n
<\/div>\n\n\n\nSearching for a contact<\/h3>\n\n\n\n
To search use the search button at the top of the page.<\/p>\n\n\n\n
Nb: it is also in this part that you can indicate the number of folders that you want to appear on a page.<\/p>\n\n\n
\n![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-23-12-SOA-club-Contact-1024x623.png\")
<\/figure>\n<\/div>\n\n\n<\/div>\n\n\n\nCollective actions<\/h3>\n\n\n\n
To save time, you can select several files and perform certain actions collectively:<\/p>\n\n\n\n
\n- Assign to an activity<\/li>\n\n\n\n
- Add product<\/li>\n\n\n\n
- Add a tag<\/li>\n\n\n\n
- Change category<\/li>\n\n\n\n
- Change rights<\/li>\n\n\n\n
- Change entity<\/li>\n\n\n\n
- Change status<\/li>\n\n\n\n
- Change type<\/li>\n\n\n\n
- Send a text message<\/li>\n\n\n\n
- Send a standard document<\/li>\n\n\n\n
- Send an email<\/li>\n\n\n\n
- Force balance<\/li>\n\n\n\n
- Print a sample document<\/li>\n\n\n\n
- Remove a tag<\/li>\n\n\n\n
- Reset password<\/li>\n\n\n\n
- Delete<\/li>\n<\/ul>\n\n\n\n
![\"\"](\"https:\/\/www.kananas.com\/en\/wp-content\/uploads\/sites\/2145\/2024\/08\/Screenshot-2024-08-29-at-15-24-20-SOA-club-Contact-1024x594.png\")
<\/figure>\n<\/div>\n\n\n<\/div>\n\n\n\nTo learn more about contact management<\/p>\n\n\n
- Member import<\/a><\/li>
- Customizing folders<\/a><\/li>
- Customizing Views<\/a><\/li>
- Access rights<\/a><\/li>
- Membership<\/a>
- Automatic membership<\/a><\/li><\/ul><\/li>
- Tag folders<\/a><\/li>
- Cart<\/a><\/li>
- Family management<\/a><\/li>
- Notes<\/a><\/li>
- Membership cards<\/a><\/li>
- Personal space<\/a><\/li>
- Statistics<\/a><\/li>
- Donations<\/a><\/li>
- Associative pass<\/a><\/li>
- Medical certificate<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"
You can organize your contact database according to several criteria :<\/p>\n\n\n\n
- \n
- Type: member, donor, etc.<\/li>\n\n\n\n
- Category: office, supervisor, etc\u2026<\/li>\n\n\n\n
- Status: active, deregistered, etc.<\/li>\n\n\n\n
- Tag: label that you place on the file, example: \u201cto be completed\u201d<\/li>\n<\/ul>\n\n\n\n
Files can be modified from the Backoffice by authorized people only. The contact can also access their file from their personal space, and modify certain information: address, telephone number, etc.<\/p>\n\n\n\n
<\/div>\n\n\n\nSearching for a contact<\/h3>\n\n\n\n
To search use the search button at the top of the page.<\/p>\n\n\n\n
Nb: it is also in this part that you can indicate the number of folders that you want to appear on a page.<\/p>\n\n\n
\n<\/figure>\n<\/div>\n\n\n<\/div>\n\n\n\nCollective actions<\/h3>\n\n\n\n
To save time, you can select several files and perform certain actions collectively:<\/p>\n\n\n\n
- \n
- Assign to an activity<\/li>\n\n\n\n
- Add product<\/li>\n\n\n\n
- Add a tag<\/li>\n\n\n\n
- Change category<\/li>\n\n\n\n
- Change rights<\/li>\n\n\n\n
- Change entity<\/li>\n\n\n\n
- Change status<\/li>\n\n\n\n
- Change type<\/li>\n\n\n\n
- Send a text message<\/li>\n\n\n\n
- Send a standard document<\/li>\n\n\n\n
- Send an email<\/li>\n\n\n\n
- Force balance<\/li>\n\n\n\n
- Print a sample document<\/li>\n\n\n\n
- Remove a tag<\/li>\n\n\n\n
- Reset password<\/li>\n\n\n\n
- Delete<\/li>\n<\/ul>\n\n\n\n<\/figure>\n<\/div>\n\n\n<\/div>\n\n\n\n
To learn more about contact management<\/p>\n\n\n
- Member import<\/a><\/li>
- Customizing folders<\/a><\/li>
- Customizing Views<\/a><\/li>
- Access rights<\/a><\/li>
- Membership<\/a>
- Automatic membership<\/a><\/li><\/ul><\/li>
- Tag folders<\/a><\/li>
- Cart<\/a><\/li>
- Family management<\/a><\/li>
- Notes<\/a><\/li>
- Membership cards<\/a><\/li>
- Personal space<\/a><\/li>
- Statistics<\/a><\/li>
- Donations<\/a><\/li>
- Associative pass<\/a><\/li>
- Medical certificate<\/a><\/li><\/ul>","protected":false},"excerpt":{"rendered":"
- Tag folders<\/a><\/li>
- Customizing folders<\/a><\/li>
- Member import<\/a><\/li>