The Contact Profile contains all the information you need about a contact. As an Admin, you can view and edit the contact's information, email the contact, add notes, reject the contact, or make them the primary contact for the Employer.
To navigate to the profile page of a contact:
- Select the Contacts module from the left navigation panel.
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From the Contact Directory page, select the specific contact to view their profile page.
When on the Contact's Profile, you can view their information, as well as any Activities, Notes, Emails, Events, OCIs, Job Listings, and Experiential Learning Experiences associated with them.
- The Profile tab: General information about the contact
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The Activities tab: An overview of the contact’s Notes, Tasks, and Meetings
- To learn more about the Activities tab, click here.
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The Notes tab: All notes added to the contact record are stored here
- To learn more about the Notes tab, click here.
- The Emails Tab: All emails sent to the contact through the 12Twenty platform are stored here
- The Events Tab: All events that the contact has registered for are stored here
- OCI and Job Listings: OCI or Job Listings posted by this contact are stored here
- Experiences: All Experiential Learning experiences that the contact is a "Supervisor" for are store here
Admins can use the three Action dots located on the top right of a contact’s profile page to perform the following:
- Add Note: For information on how to add a Note, click here.
- New Task: For information on how to add a Task, click here.
- New Meeting: For information on recording a Meeting, click here.
- Edit: To edit the contact’s information, select “Edit.” On the new window that appears, edit the desired fields and select “Save.”
- Toggle Primary: Click to make this the Primary Contact.
- Merge: Allows you to merge contacts together, if two were created in error.
- Enable/Disable AutoSync: Allows updates made to the employer account to transfer over to this contact.
- Reject or Reject & Revoke Access: To learn more about rejecting a contact, click here.
- Delete: To delete a contact and its associated data (notes, tasks, and meetings) select “Delete.” On the new window that appears select “Delete Contact” to confirm. Please use caution when deleting contacts, as this action is irreversible. For more information on why a Contact might not be able to be deleted and other actions you can take instead, click here.
- View Audit Log: Allows the Admin to see all changes that have been made to the contact since it was created.