You can add contact information for your members on their record.

Select a member from your list of member records.

Click the ‘Phones, Emails etc.’ tab. You will see this screen:


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To add new contact details, click the ‘Add Contact +’ button. The form below will appear:


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Click the ‘Type’ dropdown menu. You can select the type of contact information you would like to add here, for example, mobile or email.

Tick to declare whether the contact information is for ‘just this individual’ or 'the family’. If you choose ‘the family’, then this contact information will be shared across the records of all the people within this same household. This saves you the need to enter a home telephone number or family email address multiple times.

Enter the details of the contact, such as the telephone number or email address into the ‘Detail’ section.

If the contact information is ex-directory, you can tick the box to show this.

If the email/phone number is the primary email/phone number for this person, you can tick the appropriate box to show this.

Any further comments can be added in the comment box at the bottom of the window.

Click Save when you are finished to add this contact information to the member’s record.