Navigation: Records > Organization > Contact
The Contact tab enables you to create, manage, and track the contact information (e.g., Name, Email Address, Phone Number, Physical Address) for an organization.
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- Accessing the Export Manager
- Creating an Export Package
- Creating a Export Crosswalk Map
- List of Conversions & Crosswalks
- Copying an Export Package
- Creating an Export Package with a Relationship
- Editing an Export Package
- Running an Export Package
- Deleting an Export Package
- Viewing a Completed Export Summary
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- Accessing the Import Manager
- Creating an Import Package
- Creating an Import Crosswalk Map
- List of Conversions & Crosswalks
- Copying an Import Package
- Creating an Import Package with a Relationship
- Editing an Import Package
- Running an Import Package
- Deleting an Import Package
- Viewing a Completed Import Summary
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