The following are the configuration settings for Contacts. You can access the Contacts Settings page by going to Contacts > Settings.
General Settings
Share your organization's Do Not Adopt list
Each organization can share their Do Not Adopt list. You can allow other organizations to see your DNA list by turning on this option. You can maintain your DNA list in your Contacts. | DW |
Don't automatically select Send Registration Invitation when adding a contact
Select this option if you do not want to automatically have the Send Registration Invitation selected when adding a contact. | DW |
Don't automatically set Public View to 'Yes' when adding a contact
Enable this option if you don’t want the Public View checkbox to be selected by default when you are adding a contact. | DPW |
Contacts List Management
For each of the following options you can select: Do not add a contact record, or Add a contact record. That option controls whether a Contact record is added automatically to your Contacts list when a user completes the associated action (like submitting an Online Form).
When an Online Form is submitted
When a Meet Request is submitted
When a Call is created from the "Contact Us" page
When an Animal Sponsorship is submitted online
When a User registers
Overview
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