Managing the Contact Directory

The Contact Directory in BlueGolf 360 serves as an organized contact book for managing and communicating with members, staff, and other key individuals. This guide will cover how to navigate, access, and utilize the directory’s features.

Accessing the Contact Directory

1. Navigate to CRM
   • From the BlueGolf 360 console, select CRM from the left-hand menu.
   • Click Contacts > Directory to view all stored contacts.

Key Features of the Contact Directory

1. Accessing Contact Groups

• The directory is organized into different groups, which can be accessed through the tabs at the top of the page:
  • Most Recently Viewed – Quickly access contacts you have recently interacted with.
  • Standard Groups – Pre-set contact groups based on membership categories.
  • Custom Groups – Admin-created groups for specific needs.
  • Course Groups – Contacts categorized by golf course affiliations.
  • All Groups – View the full list of all contacts in the system.

2. Sending Emails & Texts

• Navigate to a specific contact group.
• Use the checkboxes next to individual names to select recipients.
• Click Email or Text to compose and send messages directly from the system.

3. Creating Mailing Labels

• Generate mailing labels for selected contacts:
  • Choose a contact group.
  • Select the contacts you want to include.
  • Click the Mailing Labels option and choose a format.

4. Exporting Contacts

• Contacts can be exported to a CSV file for external use:
  1. Navigate to the desired contact group.
  2. Click the Export button.
  3. Choose the file format and download the contact list.

5. Editing Contact Information

• To update contact details:
  • Locate the contact in the directory.
  • Click the Edit button next to the contact’s name.
  • Modify the necessary fields and click Save.

The Contact Directory in BlueGolf 360 allows administrators to efficiently organize, communicate, and manage their organization's contacts. By leveraging the built-in email, text, mailing label, and export tools, admins can streamline communication and maintain an up-to-date database.