Contacts - Getting Started

Last Updated 2/11/2015
How to view edit and add contacts.

Base Views

  • Authors
  • People
  • Registrants
  • Email Signups
  • All Contacts (Admin only)

Controls (buttons/menus)

  • Add New
  • Email
  • Actions
    • Pick Fields
    • Download
    • Find Duplicates
    • Publish Data
    • Developer Info
    • Add to FormVites (if you have the FormVites Add-on)

Need to Know

  • Admins can see all visible contact views. Set permissions for users and groups to give access to others
  • Only Admins can see All Contacts
  • All Contacts contains only base/core fields; you will not be able to view or edit custom fields in All Contacts

Want to learn more?

Call 800-924-5220 or

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