Bureaucrats, confirmed, Administrators
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# New Contact
no edit summary
=== System ===
* Direct entry "click the screen" where you want to edit
* Integrated Maps (Open Street Maps, Google Maps or Yahoo Maps)
* Unlimited Custom Data Sets
* Unlimited Custom Data Fields
* Quick Search, Advanced Search, And and Advanced Query Builder Capabilities** Searches as you type (auto-complete)** Select which field you want to search. eg. search for "Lawyer" as Name, Title, or Street** Edit criteria = refine your search from the results screen** Change output format and profile
* Customized Organizational Hierarchy & Access Rights
* Send Individual, Group, Or Bulk Emails
* Customized Data Export To Multiple File Types
* Manage Tasks
* Deleting contacts sends them to the trash, so you can 'undelete' them later. You can even search through your trash if you're looking for a 'missing' record.
* Custom Profiles allow you to view your data in any way you want (e.g. remove country; add gender) and profiles are also used for registration/edit
=== Constituents ===
* Unified View For All Constituent Types
# Correspondence filing - send email to crm@coastaltrails.org
# Deduplication - merge Greg and Greg
# Phone appends
# Email appends (clickable record UI)
# Mark as Deceased
# Search for 'family', cleanup
# Advanced Search
# Add New Contact
# Add Michelle to Board of Directors group
== Contributions ==