Daily use · 2 articles

Contacts

A contact in Navigator is a person linked to one or more participants — a nominee, guardian, carer, family member, or support coordinator.

Jump in

Get started quickly

The most common starting points for this area.
The basics

Understand contacts

The difference between contacts and customers, relationships, and what a contact record holds.

Read the overview
Daily workflow

Create & manage contacts

Create new contacts, link them to customers, and configure permissions.

Get started
Troubleshooting

Resolve duplicates

Duplicate contact records and how to safely resolve them.

Fix duplicates

Browse by topic

All articles

Organised the way your team thinks about this work.
Basics
1 article
Managing
1 article

In a hurry?

Common questions

Contact permissions reference Contact can't see funding Duplicate contacts Name showing incorrectly