Create & Update People

A Brief Overview

In Yoga, People is the central hub for managing your list of contacts, members, event reservations, mailing lists and more. There are 2 basic types of contacts, individuals and organizations.

Individuals

Individuals are simply people within the database. They can receive email messages, login to your private website, register for events, and have memberships.

Organizations

Organizations are high level contacts. They are primarily used to group individuals into common organizations/companies. They cannot receive email messages, login, or register for events. However they are able to hold umbrella memberships that extend to their board members, employees, or other relationships that you configure.

Create & Update: Step-by-step guide

1. Click on “People” in the main navigation.

2. Under “Add” on the left, click on either “Organization” or “People” to create a new contact record. Alternatively you can edit a contact by clicking on the title and then clicking the edit link.

3. Enter the following information

   1. First Name (required)

   2. Last Name (required)

4. You can also enter in other information in the following tabs

   1. Details

      1. Company, Job Title, Biography (used for directory content if implemented on your website)

      2. Summary

      3. Excerpt

   2. Notes
      Record private team member notes that can only be seen by you and your team members

   3. Contact Info

      1. Email Address

      2. Phone Numbers

      3. Website

      4. Mailing Address

   4. Messaging

      1. Assign users to mailing list groups. These groups are manually assigned by your team or if enabled the contact themselves.

      2. Private Message: This is a private message for this specific contact that they can view when they login to your website.

   5. Login
      If your website allows users to login, you can use this tab to manage their login access and information

      1. Allow Login: Toggle on/off to allow/disallow the contact to login to your website

      2. Screen Name: Optional screen name for user

      3. Group: Login Group of user, provides permission level of user within your website

      4. Username

      5. Password: Password requirements can be found by clicking the “View Password Requirements” link

5. Click the “Save” button at the top of the page to save the contact

Additional Tabs

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