Training Agenda - Contact Management Class
Logging in and getting started
with Contacts
- Handouts:
- Logging on
- Navigating Inside PIER – The Contacts Tab
- Navigating the external PIER site
- The Join Mailing List &
- Submit Inquiry forms
Contact Records
- About PIER Directories
- 3 Ways Contact Records can be added
- Search for Contacts
- View a Contact Record
- Edit a Contact Record
- Adding a Contact
- Combine Contacts
Contact Directories
- Properties of a Contact Directory
Contact Groups
- Contact Groups
- Basic Contact Groups
- Smart Contact Groups
Locating Contacts – An Overview
Uploading Contacts – An Overview
- Uploading Contacts – Administrative Task
- Data Format – Field order and .csv file format Handout: PIER Headers
Wrap Up
- Ending a Session
- Knowing When to Log into PIER
- Getting Help: Click the Support Tab inside PIER at any time
Q & A Session
Additional Questions:
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Recent Updates
Bellingham, WA News
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