Managing Contacts
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      1. GivingData Knowledge Base
      2. Contact Relationship Management
      3. Managing Contacts

      Creating Contact Roles

      This guide will assist a user in creating contact roles in the Settings area. This functionality is usually reserved for GivingData administrators.

      To create contact roles, navigate to the Contacts area of the Settings menu.

      Navigate to the Roles section.

      Click “Add New Role,” and enter the role name in the modal. Then click Save.