Member management with Graviti system
Managing member contacts on Graviti admin
How do l add the member communication details?
Click on the “Contacts” tab to capture the member contact details. Click on the “Add” button.
There are three contact usage types. The details required per usage type consist of:
- Personal contacts
- Email: the member’s personal email address
- Mobile: the member’s personal mobile number
- Telephone: the member’s personal telephone number
- Social handle: the member’s personal social handle
- Business contacts
- Email: the member’s business email address
- Mobile: the member’s business mobile number
- Telephone: the member’s business telephone number
- Social handle: the member’s business social handle
- Billing contacts
- Email: the member’s billing email address
- Mobile: the member’s billing mobile number
- Telephone: the member’s billing telephone number
- Social handle: the member’s billing social handle
NB: The contact details for all usage types can be the same.
When capturing, you have to specify the following details:
- Contact type: Specify the contact type by selecting from the available drop-down options.
- Usage type: Specify the usage type by selecting from the available drop-down options.
- Value: Specify the value by entering the details of the selected contact type.
You can always update or delete the details by clicking on the right icon next to the contact type value you want to update or delete.
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