There are two ways you can create new contact records. The first is to create them in bulk via an import. Using this method, you could import hundreds or thousands of new records from a single import file. For more information on importing contact records please reference the “Imports” section in the VolunteerMatters Admin guide or the Imports solution.
You may also manually enter individual contact records:
- Log into your VolunteerMatters Administrative System (you must have the appropriate permissions to manage contact records)
- Navigate to the Admin area and click 'Add' in the Contacts section.
- You will be presented with a screen that allows you to create a new record with name (title, first, middle, last, suffix, nickname, mailing name, previous name), email addresses, birth date, member since date, telephone numbers, contact status, status as of date, and an address. The required fields are First Name, Last Name, Membership ID, Contact Status, and Contact Status As of Date.
- Once you have completed entry of this information, click ‘Add’. The new record will be created and you will be taken to the full record where you can add more contact and biographical data.
Note: This does not provide site access for the contact. If they require access you will need to create a site user record for that contact record.