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Contact Flags

Concept

Contact flags are used to indicate ways in which specific volunteers should or should not be contacted.

When to use

Use them when doing mail merges, printing mailing labels or sending e-mails to filter out people who don't want to be contacted. Contact flags can also be used to show how a person wants to be contacted. For example you could define the contact flag "Send newsletter" to designate people who want to receive newsletters.

How to use

Right-click to add all built-in contact flags, or click Add contact flag to create a new one of your own. Options here will show up as a drop-down menu options in the Additional data panel of a person's record.

There are several built-in contact flags which you cannot change or delete, e.g. "Do not call", "Do not e-mail" and "Do not mail".

Deleting a contact flag removes that contact flag from all people who currently have it.

See Also

Setup

System Preferences

Accounts

Archived Reasons

Awards Types

Banned Reasons

Bonus Hours

Certification/Background Check Hints

Certifications

Comment Types

Custom Fields

Custom Sports

Groups

Group Types

Holidays

Inactive Reasons

Interview Types

Job Associations

Job Preferences

Job and Job Groups

Locations

Mandate Types

Membership Types

Name Prefixes

Name Setup Options

Object Renaming

People Types

Placeholder People

Project Groups

Special Requests/Needs

Supervisors Setup

Training

Skills

Volunteer Sources

Volunteer Types

Walkup Checkin Jobs