Contact Screen
Contact General Tab
The General Tab contains some of the most common information collected from one of your donors or contacts. A contact could be a person, a household/family or an organization. The contact is the most important entity in this software as almost everything revolves around a contact.
Data collected includes:
- category (user defined choices)
Note: when setting up contact categories you decide which type of Name entry is most appropriate for each category. For example you when you want a contact that is an organization you would want to choose the "Name" field.
- name (toggles between using (prefix, first, MI, last, suffix) and just one "Name" field, depending on Category picked.
- company
- addresses (unlimited, however only one is primary)
- phone numbers (unlimited, however only one is primary)
- email addresses (unlimited, however only one is primary)
- donor level (up to 8 user defined ranges example donating $500 to $1000 qualifies you for "Silver level"
- status (user defined choices)
- type (user defined choices)
- employee
- source (user defined choices)
- next step (user defined choices)
- next step date
- groups (user defined groups, select all groups that apply to this contact)
Contact Misc Tab
The Misc tab is used for various other information:
- employment info
- salutation/addressee (used in letter making)
- When contacting this contact (used to help with how you get in touch)
- picture and/or attachments
- misc other info
Contact Activities tab
Show related activities, you can open an existing activity or create a new activity for this contact. Sorting and filtering also available on this list.
Contact Opportunities Tab
Show related opportunities, you can open an existing opportunity or create a new opportunity for this contact. Sorting and filtering also available on this list.
Contact Donations Tab
Show related donation, you can open an existing donation or create a new donation for this contact. Sorting and filtering also available on this list.
A second list shows "soft credits" or examples of where this contact was not the primary contact who gave the donation but played a role in helping to get the donation.
Contact Pledges Tab
Show related pledges, you can open an existing pledge or create a new pledge for this contact. Sorting and filtering also available on this list.
Contact Donation Summary
Summarizes the donations and pledges made by this contact.
Contact Correspondence Tab
Shows related correspondence. See the Email or Letter sections to learn more about correspondence.
Contact Notes Tab
Just a big area for notes about this contact. If you need chronological notes you can use activities.
Contact Relationships Tab
Use this tab to add all the relationships this contact has to other contacts. Relationships are split into three basic types (work, family and other). Once you add a relationship you can easily jump around to other contacts by clicking the hyperlinks. For example if you clicked on Smith, Leslie you would jump to Leslie's information and would see Smith, John listed as her father.
Contact Donor Levels
You have full control over the donor levels defined.
Contact Relationship screen
Example of setting up a relationship. In version 2.0 we added the option to specify that the people in the relationship receive automatic "soft credit" on donations. So in this example if "Steve Smith" gave a donation of $500 his wife "Sue Smith" would automatically be added as a soft credit on that $500 donation. See the donation screen for more details.