Contacts
- Contacts Page Overview
- Add a New Contact
- Delete a Contact
- Invite New Contacts to Sign In
- Assign Contacts to an Investor
- Merge Contacts
- Link Contacts to One or More Contacts
- When to Use Linked Accounts or Admin Groups
- When Contacts Do Not Receive Emails
- View Site as a Contact
- Reset a Contact's Password
- Manage 2FA
- Use the Manage Actions Button on the Contacts Page
- Download a Report of All Contacts
- Allow Contact Submitted Profile Changes
- Send Newsletters to Specific Contact Groups with Tags
- Functions: Actions
- Functions: Communications - Invite Contacts
- Functions: Permissions - Contacts
- Functions: Tags