To view a contacts key information, court booking, membership and coaching history within the Contacts module then please follow the steps in this guide.
Step 1:
Firstly, head to the Contacts module within the Admin Area and look up the contact whose profile you want to view.
Step 2:
Click on the contact and you will be taken to their contact profile. Here you can see the following categories: key information, court booking, membership and coaching.
Step 3:
The key information category is where you can see the contacts tags, consents, responsibilities, medical information and juniors/main contact details.
Step 4:
Under the court booking category, you can view the contacts upcoming, completed and cancelled court booking history.
Step 5:
If you click on coaching, you can view all of their upcoming, completed and cancelled coaching courses.
Step 6:
The membership category shows all of the contacts active and lapsed membership packages that they have joined.
Any comments?
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