Summary
In this chapter, we delved into the heart of CiviCRM—the contact record. We did the following:
Learned how to navigate effectively through the system
Thought through the implications and configuration of contact subtypes
Created contact records and discovered the types of data we store with the record
Organized records with groups, and categorized them with tags
Built relationships from one contact record to another
Tracked communication with contacts using activities and miscellaneous information with notes
Ran searches and looked at the difference between contact and component-based searches
Performed actions on search results
Discovered alternative workflows available through the system
Conducted the important maintenance process of deduping and merging records
At this point, you should feel comfortable with the CiviCRM interface and understand the basic contact functionality and concepts. In Chapter 5, Collecting, Organizing, and Importing Data, we will look at the broader picture of inputting...
