Add a contact and link them to an event
- Gulfaran |
- 21 steps |
- 2 minutes
1
Navigate to [https://www.mygiving.online/dashboard](https://www.mygiving.online/dashboard)
New Contact/Speaker
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Click "Contacts"
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Click "Add New"
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Fill out the form with the contact persons details
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Click "Select Charity..." (Diocese) that the contact is being initially associated with
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Click "Select branch..." (Church), if relevant, and select the church the contact is initially being associated with
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Click "Save"
Associate the contact with other Churches
You can assign the contact to an event and the link with the Church will automatically created for you. So you only need to do this where there isn't an appeal yet for the Church the person needs to be associated with
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Click the search field and type in the reference or the name of the contact
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Click on the contacts name
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Click "Charity/Branches"
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Click "Add Link"
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Click "Select Charity..." (Diocese) and the Church and then click save
You can add as many links as you need
Link a contact to an Event
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Click "Events"
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Click "Select charity..." (Diocese)
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Click "Select branch..." (Church)
