Creating and managing contacts

The Contacts section is at the heart of Komma: this is where you’ll find everyone your organisation is in touch with – members, prospective members, newsletter subscribers and volunteers.

Creating a new contact

1. Open Contacts in the sidebar.
2. Click on New Contact.
3. Enter the basic details: name, email address, postal address, telephone number.
4. Save – the contact will appear immediately in the contact list.

The only mandatory field is the name. You can add any further details at any time.

The contact profile

Every contact has a profile that brings together all their information:

• Basic details – name, address, contact details
• Household – which other contacts the person lives with (see Households)
• Lists and segments – the distribution lists the person is included in
• Attributes – additional characteristics defined by your organisation
• Subscription settings – which newsletters and circulars the person receives

Searching for and filtering contacts

You can search the contact list and filter it according to various criteria. For recurring selections, it’s worth creating a segment – this is a saved filter that updates automatically.

Avoiding duplicates

Before creating a new contact, quickly search for the name or email address – this will help you avoid duplicate entries. If two entries do happen to refer to the same person, please contact your organisation’s administrator to merge them.

Data protection

Contact details are personal data. Komma logs changes and exports in the audit log and supports you with GDPR obligations such as the right to access and the right to erasure – find out more under Data Protection & GDPR.