Reach Contacts

Reach Contacts can be any individual with whom you have contact with (both proactive and reactive). You can organise your contacts by categorising them into Contact Types.

You can view and manage all your Contacts by navigating to Contacts > Contact List. 

Adding a new Contact

Individual contacts can either by added by:

• Clicking on the yellow +Contact button at the top of your screen

or

• Clicking on the green +Contact button in the Contact List screen

Input all the details for the contact, and select the relevant Contact Type from the drop-down list. If you need to add more contact types you can do so via Settings, please see here for guidance on how to do so.

To add a new contact, the organisation they belong to must be added first, as you can't add a contact without selecting an organisation for them. Please see here for guidance on how to add organisations. 

Filtering the Contact List:

• Use the search function to find a particular contact
• Click on a column to sort the list of contacts alphabetically by Name, Organisation, Job Title, Email, Contact Type or number of Enquiries
• Filter the quantity of contacts you would like displayed on your screen at a time at the bottom of the screen, and also to see how many contacts there are overall (entries)
• Use the Columns drop-down to change the columns that are displayed on the screen
• Use the Excel or PDF button to pull off a report containing all contacts displayed on your current screen and the filtering & columns you've applied 

Delete & Edit Contacts:

• Click the Delete button against a contact to delete them
• Click the Edit button against a contact to edit their details
  • You can also edit a contact when viewing their information

Viewing a Contact:

When you click on a contacts name, you can view all their details and information connected to this contact on Reach. 

You can:

• View all Enquiries linked to this contact
• View and add any Notes against this contact
• View and upload Documents against this contact
• View any Groups the contact has been added to

Panacea Core users and organisations can be made available on Reach, so they're automatically listed in your Contact List. These can be linked to enquiries, added to groups and have notes and documents associated to them. Please contact our support team at [email protected] to enable this.

• If this is enabled, you will be unable to delete or edit core contacts on Reach. Any changes to the contact must be made on Core.