Quickstart Understanding what is happening in CiviCRM - CRM

Table of Contents

CiviCRM provides a simple find interface and most fields are searchable via the advanced search interface. Searchable fields include:

Contact Info
Contact Type, name, email
Group
Provides a drop down list of all groups in the system
Tag
Provides a drop down list of all tags in the system
Location
Includes street, city, state, country, postal code, and location type.
Activities
Includes activity type and date of activity.
Custom Data
Includes all custom data fields marked searchable.

Select Options
You can select a single contact, multiple contacts, or all contacts returned by the search
Pagination and Navigation
Navigate the list by page, alphabetically by letter, or sort by column to find a contact.
Actions
Once you select contacts from the search return screen, you can take the following actions on selected contacts:

Action

Add/remove from group

Tag contact(s)

Export

Print

Send Email

Delete

Add to household/ organization

Record Activity

Map using Google Maps

New Smart Group

Tabs
All major aspects of the contact record are accessible via tabs at the top of the screen including contact summary, activities, relationships, groups, notes, tags, and any custom fields set to display as a tab.
Contact Summary
To edit location information or other basic contact information, click on the edit button.

Administrator Guide:
[Setup Roles and Access Control Permissions]

From the Community:
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