Step 1.

Once you log into F1, you can begin managing your
contacts directly from the home page.
Step 2.
Once you close or transfer your contact you will be returned to your contact list where you can move on to the
next item to follow-up on. Closing the contact removes it from your home page; but all records are saved and can be
found via reports on by searching individual record.
Step 3.
MASS CLOSE TIP:
to mass close contacts,
be sure you have selected
a specific contact item
you want to close
Step 1. From the people tab, select person you
want to add a note to.

ADDITIONAL SEARCH TIPS

Last Name Search: Smith,
First Name Search: , Jane

You can also select date of
birth from the search by
drop down options

more search options
allows you to search by
member/attendee status
Step 2. Select
the individual
or household
from your
search results
Step 3. Add your note
and select type you
would like it saved as.





Additional Info:
Access and viewing of
note types is dependant
on user rights.