Managing Contacts

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A contact is a record in your Address Book that represents an individual. The data stored within these records includes personal information, group memberships, and various reports to track activity.

Adding a Contact

1 Access the Contact Details page. Begin by clicking Contacts in the top right. Then, click Create Contact.

2 Enter all relevant information. Last name may be the only required field, but contacts without an attached email address cannot receive any event-related correspondence. Custom contact fields you have already created appear here as well.

To add a profile image, click Browse... and find the image on your computer or network. Profile images must be hosted outside of Cvent. This field cannot pull graphics from your Media Library.

Once you're done, click Save.


Editing a Contact

1 Search for the contact. On the Contacts page of your Address Book, type a first name, last name, company, or email address into the Contact Search and press Enter. Use Advanced Search to filter by more specific criteria.

2 Access the Contact Details page. Click the arrow to the right of the contact's name, then click Edit.

 
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After making the necessary changes, click Save.


Viewing a Contact's History

Find out how many events a contact attended, see every dime they spent, and learn which of your emails they received by viewing the activity-related details captured within their record.

1 Access the Contact Details page. On the Contacts page of your Address Book, click the contact's name.

2 Run the Report. Hover over Contact History at the top right of the screen. These reports are used to track an individual contact's history across events. Depending on the features enabled in your account, you'll see some or all of these reports:
  • Activity History lists all the events the contact was invited to, the date they were invited, and their invitee status.
  • Change History shows the last six months of changes to contact information, such as address or telephone number, and who updated it.
  • Transaction History lists all the contact's transactions for each event, including how much was owed, how much was paid, and outstanding balances, if any.
  • Renewal History shows when the contact's membership was, or will be, renewed.
  • Email History lists the emails sent to the contact within the last six months and whether they were opened.
  • Click History returns click-tracking data for this contact.
  • Event Credits shows the number of credits the contact earned in each event.

Click one to run it. You'll be able to export the data into Excel, create a printer-friendly version of the page, and, in Transaction History and Activity History, access event-level information by clicking the Activity Title.
 
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Once you're done, click Close to be taken back to the Contact Details page.


Deleting a Contact

Once you delete a contact, you can still view the contact's event-specific email history, registration details, and transactions within an event, but you can no longer access the contact's account-wide data in the Address Book.

 
NOTE: If the deleted contact is added again under the same email address, the new record will not be connected to the original.
 
1 Search for the contact. On the Contacts page of your Address Book, type a first name, last name, company, or email address into Contact Search and press Enter. Use Advanced Search to filter by more specific criteria.
 
2 Delete the record. Click the arrow to the right of the contact's name, then click Delete.
 
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Confirm your decision and the contact is gone.
 

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