Summary
In this chapter, we delved into the heart of CiviCRM—the contact record. We learnt how to navigate effectively through the system and also thought through the implications and configuration of contact subtypes. We saw how to create contact records, discovered the types of data we store with the record, organized records with groups, and categorized them with tags. We built relationships from one contact record to another and tracked communication with contacts using activities and miscellaneous information with notes. We also ran searches and understood the difference between contact and component-based searches and performed actions on search results. We discovered alternative workflows available through the system and also 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...
