Help center › For organizations › People
People
6 articles, in the order you would usually work through them.
Your people list
One table of everyone you know, with the columns that tell you who is paid up and who is only a contact.
Add a person
Three routes in, and the invitation email you can rewrite before it goes.
Bulk upload a list
Upload any CSV, match your columns to Kannect's fields, and confirm. Your spreadsheet does not have to match ours.
Statuses and connection
Two different things on the same record. One is the label you choose. The other is how far into your community they actually are.
Read a person's record
Six tabs covering how to reach them, what they have taken part in, what they told you, their memberships, their giving and your notes.
Edit a person's record
Change their details, their status, the fields on their record, and the group or plan they are on, including the renewal date.