The Contacts feature automatically consolidates all the contacts in your organization into the Contacts tab. It gives you quick, centralized access to every contact and their information, whether they are members, donors, or volunteers. With just one click.
Where can I manage the synchronization of contacts?
Every Yapla application that manages contacts (Members, Donations, Events, Data) synchronizes towards the Contacts application. By default, synchronization is enabled and automatic.
Synchronization is configured in the settings of each application :
Members
Members > Settings > Settings > Synchronization.
Events
Select your event > Advanced functions > Synchronization.
Donations
Select your campaign > Advanced functions > Synchronization.
Data
Select your object > Settings > Synchronization.
Turn off automatic synchronization (if needed)
Once you're on the Synchronization tab, simply check the Automatically synchronize members with the contacts repository option.
By default, synchronization is already enabled. For example, every new member you add in admin mode, or who signs up through your website, will automatically be added to the Contacts feature list.
If you uncheck this option, new members and updates will not be synchronized.
Use manual synchronization
The "Contacts" application does not synchronize retroactively: not all contacts you collected before the application was implemented are automatically moved back into the "Contacts" application.
Similarly, if you uncheck automatic synchronization and then reactivate it, contacts collected, in the meantime, will not be added automatically.
Use the Start a Manual Synchronization button to force the update of the contact repository: only contacts not present will be added to avoid duplicates.
Updating contact information
When your contact information is updated (for example, a member's first name in their member record), the new information will be uploaded to the "Contacts" application, either through automatic synchronization or manual synchronization.
FAQ
What information is collected by the Contacts feature?
The profile for each contact will only include information collected from native fields. Every user who interacts with your association (member, donor, event participant, etc.) will be added to your contact list.
How can I view a member's event participation or donation history?
Consult this article to learn how to view your contact history.