CiviContact

CiviCRM contacts, groups, activities on your mobile device.

• Multiple CiviCRM sites	• CiviCRM Smart Groups
• Record Activities	• CiviCRM Custom Fields
• Summary Fields integration	• CiviTeams integration

About CiviContact

CiviContact is a mobile application for managing Contacts, Groups, Activities and more!

CiviCRM Seamless Integration

Seamless integration with an existing CiviCRM site:

Quickly connect to a CiviCRM site by scanning a QR Code or receive an authentication email
Sync CiviCRM contacts and groups
Call and email contacts directly, take notes and record time as an activity
Add and edit contacts, update custom fields, view calculated summary fields, view activities
Share updates and information with other users in real-time

CiviCRM Smart Group Integration

Multiple CiviCRM Groups and Smart Groups can be enabled for CiviContact integration
Use CiviCRM Smart Groups to automatically populate and keep your contact lists up to date
New contacts added in CiviContact are automatically added to the CiviContact group in CiviCRM
CiviContact keeps your contact address book up to date, automatically

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CiviCRM Activity Integration

View a contact’s activity history in CiviContact
Add new activities quickly and easily
Share activities with your colleagues instantly

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Easy to Use

Simple user interface and integration with built-in phone and email applications.

Phone
Email
Favourite contacts
View, add and update contacts
Add activities
Contact directory
Contact groups
Activity history
Summary fields

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Customisable

Customise CiviContact according to your requirements.

Extend CiviContact using a custom CiviCRM Profile
Add fields to display in CiviContact, re-order and rename easily
Empower users by adding your CiviCRM custom fields
You decide what information is available in CiviContact
Push changes instantly to all users

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Record Activities

CiviContact prompts you to record an activity after each phone call and email. This information is stored instantly in CiviCRM.

Quickly take notes after an important phone call
Record follow-up actions after sending an email, record your time
Check a contacts previous activity history
Easily pick up the conversation where you left off last time
Share important actions and information with other CiviCRM users
Keep a detailed log of who you communicated with, when and for how long
Use CiviCRM activity reporting to understand your users interactions

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CiviTeams Integration

With CiviTeams integration, you can easily control which contacts and groups are available for CiviContact users.

Install the CiviTeams extension on your CiviCRM site
Set up the CiviTeams required
Assign one or more CiviTeams to each group enabled for sync with CiviContact
CiviContact will only sync specific groups and contacts based on the users CiviTeam access
CiviTeams and CiviContact integration allows you to control who has access to contacts and groups

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Elina in CiviTeam A

Kelvin in CiviTeam B

Summary Fields Integration

Summary Fields make it easier to search for major donors, recent donors, lapsed donors as well as to show a synopsis of a donor’s history. CiviContact supports CiviCRM extensions Summary Fields and Joinerys More Summary Fields

Total Lifetime Contributions
Number of years of contributions
Date of Last Membership Payment
Amount of Last Membership Payment
Name of the last attended event
Date of the last attended event
Number of events attended
And much much more!

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Let’s get started with CiviContact, it’s easy!

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