Working with contact records

Throughout this chapter, we've covered a lot of ground with regard to contacts. However, our emphasis has been on understanding the types of data collected, navigating through the system, and working with search tools and results. Let's wrap this chapter up by looking at alternate workflows and record maintenance through deduping tools.

Alternate workflows

We are working within a CRM, a Constituent, or Contact relationship management tool. So it's natural to view your data through the lens of contacts. Just about everything we've covered thus far has done this; we've either been working inside a single contact record or we've conducted a search to take action on a group of contact records.

However, sometimes it may seem more natural to start with the action instead of the contact record. CiviCRM provides several options for this type of alternate workflow.

On the left sidebar, you will see a Create New button and a drop-down menu. This button is always visible in...