How to Assign a User to an Existing Contact

1. Navigate to Contacts > Search Contacts.

2. Click on the corresponding contact record.

3. Click on ‘Edit’ in the upper right-hand corner of the screen.

4. In the Assigned To field, select the user that you would like to assign this contact to.

Please note:

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

5. Click on ‘Save’ in the upper right-hand corner of the screen.