Searching Contacts

Contacts are individuals who you have added to the Plus 1% system to create an organizational relationship database (CRM). Contacts can be anyone you might communicate with. They do not have to be a Team Member for any specific Games in order to be the database.

Contacts can be grouped to facilitate email and information distribution related to regular NOC/CGA/NPC activities e.g. Board Members, Sponsors, VIP, etc.

Contacts can also be associated with specific organisations. eg. Swimming Association of Barbados.

Plus 1% enables you to search by individuals or by organisations.

Searching by Name

Searching by Name

 

Click ‘Contact’ top tab and then the link Individuals will appear – click on this link which will take you to the Contact Search screen.

Contact Search Screen

Contact Search Screen

 

  1. Type in the name or part of the name into the Name field. Plus 1% will search on any part of the name for a match.
  2. Click search
  3. The results of the search will appear

Searching by Group and Subgroup

Searching by Group and Subgroup

 

  1. To search by Contact Group click the drop down and find the Group you want to search for
  2. To search by Subgroup you must select a Group that has a Subgroup
  3. Click ‘Search’ and the results of the search will appear below

Searching Individuals by Organisation

Searching Individuals by Organisation

 

  1. Enter the name of the Organisation in the Organisation Name field. You can also filter by the Role the person has been allocated to. In the example this will search and return all people who are in an organisation with the word Olympic in its name and all persons in these organisations that have been allocated the role “Head of Organisation”.
  2. Click ‘Search’
  3. The data returned now has 2 additional fields that relate the individual to the organisation. The first column is the Role – Position the person has in the organisation.  
  4. The second column has the organisation name. In the example above, if there was more than one organisation with the word “olympic” in the organisation name then these organisation would also show any contacts associated with that organisation.

Searching Groups and Organisations

Searching Groups and Organisations

 

In the example above the contact name is Manager, the contact group is Newsletter, the Subgroup is Monthly Updates and the organisation is AYG. This search gives one person with this combination. This means with careful planning you can organise all your organisations contacts in any combination of groups and subgroup association with an organisation.

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