CRM & People Management

Muin’s CRM is the central directory for every person and organization your team interacts with. Contacts, donors, vendors, volunteers, and partners all live in one place, with relationships mapped and activity history tracked across every module. Instead of siloed contact lists, you get a unified view of everyone connected to your organization.

CRM Concepts

People Records

Every individual in Muin is a Person record with:

Field	Description
Name	Full name and display name
Email	Primary and additional email addresses
Phone	Phone numbers with type labels
Status	Active, Inactive, Archived
Roles	How this person relates to your organization (donor, volunteer, vendor contact, etc.)
Tags	Custom labels for segmentation

Organization Records

Organizations represent companies, nonprofits, government agencies, and other entities:

Field	Description
Name	Legal or display name
Type	Company, Nonprofit, Government, Foundation, etc.
Status	Active, Inactive, Archived
Address	Physical and mailing addresses
Website	Primary web presence
Contacts	People linked to this organization

Relationships

People and organizations connect through relationship links:

• A person works at an organization
• An organization is a funder of another organization
• A person is a board member of an organization
• Two people share a household

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Getting Started

Viewing Contacts

1. Navigate to CRM > Contacts
2. The contact list shows all people with name, email, status, and roles
3. Use search and filters to find specific contacts

Viewing Organizations

1. Navigate to CRM > Organizations
2. Browse or search by name, type, or status
3. Click any organization to see its detail page with linked contacts

Search and Filtering

Filter	Contacts	Organizations
Status	Active, Inactive, Archived	Active, Inactive, Archived
Role	Donor, Volunteer, Vendor Contact, Board Member	—
Type	—	Company, Nonprofit, Government, Foundation
Search	Name, email	Name
Tags	Any assigned tag	Any assigned tag

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Managing Contacts

Adding a New Contact

1. Click New Contact from the CRM Contacts page
2. Enter the person’s details:
   • Full name
   • Email address
   • Phone number
   • Status
3. Assign one or more roles
4. Link to an organization (optional)
5. Click Create

Editing a Contact

1. Open the contact detail page
2. Click Edit
3. Update any fields
4. Changes are saved and tracked in the activity timeline

Contact Roles

Roles define how a person relates to your organization. A single contact can hold multiple roles:

Role	When to Use
Donor	Person has made or may make financial contributions
Volunteer	Person participates in volunteer activities
Vendor Contact	Primary contact at a vendor organization
Board Member	Serves on your organization’s board
Employee	Staff member (links to HR module)
Beneficiary	Receives services from your organization
Partner	External collaborator or allied organization contact

Adding and Removing Roles

1. Open the contact detail page
2. Navigate to the Roles section
3. Click Add Role and select the appropriate role
4. To remove a role, click the remove icon next to it
5. Role changes are logged in the activity timeline

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Managing Organizations

Adding a New Organization

1. Click New Organization from the CRM Organizations page
2. Enter the organization details:
   • Name
   • Type
   • Status
   • Address and website
3. Click Create

Linking Contacts to Organizations

1. Open the organization detail page
2. Navigate to the Contacts section
3. Click Link Contact
4. Search for and select an existing contact, or create a new one
5. Define the relationship (e.g., employee, board member, executive)

Organization Types

Type	Description
Company	For-profit business entity
Nonprofit	Tax-exempt organization
Government	Government agency or department
Foundation	Charitable foundation or trust
Educational	School, university, or training organization
Religious	Faith-based organization

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Relationships and Households

Mapping Relationships

Connect people and organizations to represent real-world relationships:

1. Open a contact or organization detail page
2. Navigate to the Relationships section
3. Click Add Relationship
4. Select the related person or organization
5. Choose the relationship type
6. Save

Households

Group related individuals into households:

• Combine family members under one household record
• Household-level communication preferences apply to all members
• Donation tracking can aggregate at the household level

Relationship Types

Type	Between
Works at	Person and Organization
Board member of	Person and Organization
Reports to	Person and Person
Household member	Person and Household
Affiliated with	Organization and Organization
Partner of	Organization and Organization

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Activity Timeline

Every contact and organization maintains an activity timeline showing:

• Interactions (emails, calls, meetings)
• Module activity (donations, volunteer hours, document views)
• Status changes and role updates
• Notes added by team members
• Tasks created or completed

Adding Activities

1. Open the contact or organization detail
2. Navigate to the Activities section
3. Click Log Activity
4. Select the activity type (call, email, meeting, note)
5. Enter details and save

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Additional Workflows

Contact Merging

When duplicate records exist:

1. Navigate to CRM > Merge
2. Search for and select the duplicate records
3. Choose which fields to keep from each record
4. Confirm the merge
5. All linked data (donations, tasks, activities) consolidates under the surviving record

Contact Promotion

Convert a basic contact into a fuller record:

1. Open the contact detail
2. Click Promote to add detailed fields (employment history, education, etc.)
3. Enhanced records provide deeper CRM capabilities

Team Assignment

Assign contacts to team members for relationship management:

1. Open the contact detail
2. Set the Assigned to field
3. The assigned team member sees the contact in their portfolio

Bulk Import

Import contacts from external sources:

1. Prepare a CSV file with contact data
2. Navigate to CRM > Import
3. Map CSV columns to Muin fields
4. Review and confirm the import
5. Duplicates are flagged for review

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Tips

1. Assign roles consistently. Roles drive reporting and segmentation across the platform.
2. Keep one record per person. Use merge to clean up duplicates rather than maintaining parallel records.
3. Link contacts to organizations. The organizational context enriches every interaction.
4. Log activities promptly. A complete timeline makes handoffs between team members seamless.
5. Use tags for campaigns and segments. Tags are flexible and can be added or removed without affecting the core record.

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Common Issues

Issue	Cause	Solution
Duplicate contacts appearing	Same person entered multiple times	Use the Merge feature to consolidate records
Contact not appearing in search	Status is Archived	Change filter to include Archived records
Organization has no linked contacts	Contacts were not linked after creation	Open the organization and use Link Contact
Activity timeline is empty	No activities logged or tracked	Start logging activities manually; module interactions appear automatically
Cannot delete a contact	Contact is linked to active records	Archive the contact instead, or remove links first

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Related Features

• Kiosk Campaigns — Kiosk submissions create CRM records
• Task Management — Create follow-up tasks from contact records
• Workflows — Automate outreach based on CRM data
• E-Signatures — Send documents to contacts for signature

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Need Help?

If contacts or organizations are not displaying correctly:

1. Check your search filters to ensure they are not excluding the records you expect
2. Verify the contact’s status (Active, Inactive, Archived)
3. For duplicate issues, use the Merge tool to consolidate records
4. Contact support through the in-app help widget for further assistance