Platform capabilities

Explore everything SwiftFox can do — feature-by-feature, across every part of the platform.

Create a new member

To create a new member using the Create Contact Wizard, you need to provide the following details:

  • First Name
  • Last Name
  • Gender
  • Date of Birth
  • Mobile Number
  • Email Address
  • Classification
  • Member Type
  • Joined Date
  • Joined Method
  • Approved Date
  • Category Type
  • Account Status

Create a lead from the create contact wizard

You can create a lead by providing the following details:

  • First Name
  • Last Name
  • Organisation
  • Mobile Number
  • Email Address
  • Prospect Status
  • Other custom field details

The Create Contact Wizard provides an intuitive interface for adding new contacts, organisations, leads, and members efficiently.

Create a new person contact

You can create a new person contact by providing the following details: First Name, Last Name, Email, Phone Number, and Mobile Number.

Add a person to an organisation

To associate a person with an organisation, type the organisation’s name.

Assign a stakeholder leader

You can assign a stakeholder leader to a person directly within the wizard.

Add an organisation using the Organisation Wizard

Use the Organisation Wizard to streamline the process of adding a new organisation.

Check for duplicate organisations

Enter an organisation’s name to confirm it does not already exist in the system.

Create a new organisation and access its profile

Once an organisation is created, you will be automatically directed to its profile for further actions.