The Contact Record Summary page is a compilation of all of the ways the contact has interacted with your organization. Access all of their transactional history, relationships, opportunities, activities, etc. on one organized page.
Table of Contents
Top Icons
At the top of the contact record is the name of the contact and blurbs of basic information about the contact. Clicking on these icons will trigger different responses.
Note: Icons will only appear if the contact has participated in the activities of the icon type. For example, if the contact has made a donation, they will receive the Donor icon badge; if they have attended an event, they will receive the Events icon badge, etc. The icons that appear under a contact name are directly related to what the contact has done within the organization.
1.Basic contact information, such as Name, address, phone number, and email address will be displayed at the top of the record
2. Donor Gift Probability and Score will show you how likely they are to donate, what their gift ask should be, and how involved they are with the organization
3. System badges such as donor and status will appear in the badges section. Any custom badges will also display here. The number next to the badge indicates the amount of items that exist in that category. Form example you can see Mary has 380 next to Donor, meaning she had donated 380 times.
4. Use these icons to edit the contact record and see additional information such as other addresses, phone numbers, and email addresses
Icons for Panels
A listing of panels appears below the general information summary section of a contact record page. Scroll down to find the panels. Each panel has a varying choice of icons used to interact with it. It will be two or more of the following:
1. The Filter icon will allow you to filter by fields associated with the panel.
2. The plus icon will allow you to create new records for the panel you are on.
3. Click on the download icon to export the records
4. The refresh icon will reset your panel
Timeline
The Timeline section of the contact record is the space that shows all of a contact’s activity. Whether they click on a page, make a donation, create a peer to peer page, etc., their activity will be recorded in this section of the contact’s record page.
Connections
The connections to other contacts will be displayed in this section. Create new relationships by clicking the + symbol, and navigate to the connections section by clicking on the linked numbers next to the connection type.
Last Activity
The Last Activity section displays the most recent activity the contact has participated in.
Next Activity
The Next Activity section displays the next activity scheduled for the contact. You can create new activities for the contact by clicking the + sign.
Opportunities
The Opportunities section displays active opportunities related to this contact.
Donations
The donations section tracks the donations that this contact has made.
Communication
The communications section allows an administrator to change the communication preferences easily from the main page. The Communication preference is the global preference for the donor (i.e. if the user has more than 2 emails, all emails will be suppressed if the the communication flag is set to No)
Summary
The summary section is a small section of the contact record that displays a brief summary of the contact’s donation history.
Add and Go-To Buttons
There is a short list of icons at the top of the contact record page, including Add, Go To, Edit, Print, and Minimize.
Add: click on the plus icon to bring up the options of sections to add to the record. Adding these section will bring up different pages or pop-ups to add information into.
Go To: click on the Go To text box in order to bring up the sections of the record in which there is already data. Click on any of these to navigate to that section of the Contact Summary.
Customizing Panel Views
The panel can be reordered or remove by clicking on the Manage Tabs Icon. Drag and drop the panel in the order you would like to see it and toggle off to remove the panel from viewing.
