How to Assign a User to a New Contact

1. Navigate to Contacts > Add Contact.

2. When manually entering this information, complete the corresponding fields in Eleo for your new contact record, and under the Assigned To column, select the user that you would like to appoint this to.

a. Please note:

i. All fields with a red asterisk (*) in Eleo are required, while all others are optional.

ii. In order for users to become available for selection in the Assigned To field, follow the guides on ‘How to Add Users’ and ‘How to Create User Roles’ first. Only existing users can be assigned to contacts in your database.

iii. The Assigned To field in a contact record is separate from this field for a gift record.

3. Click on one of the following options:

a. ‘Save and Continue’ to review additional fields to enter into the contact record.

b. ‘Save and Add Gift’ to enter a donation that is associated with this contact.

c. ‘Save’ to solely keep what you entered. This will return you to the screen of the new contact.

d. ‘Cancel’ will not save your data