The Contacts App in CharityEngine® is the hub for contacts of every type (Individuals, Households, and Organizations) and the things they can do. Easily create new contacts of every variety: households, opportunities, memberships, activities, notes, etc. with the click of a link under Quick Actions.

Under Organizations & People, search for and manage contacts, addresses, and emails, and find out which of your contacts are currently online with Online Now. The Contacts App is also the space to find your Opportunities, CharityEngine’s moves management feature, Activities, Members, Cases, Notes, and Files, and easily navigate into those screens. Manage and establish known relationships between contacts under the Relationships section.

• Data Importing: How to Import Contact - People Data
• Contacts: How to Create, Use and Manage Cases
• Contacts: Updating Donor Passwords
• Contacts: Creating a New Person Contact from an Organization Record
• Contacts: How to Create a New Affiliate/Chapters
• Contacts: Managing Contact Status Types and Priority
• Contacts: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• CharityEngine Best Practices for Employees and Volunteers Who Leave an Organization
• Workflow & Automation: Data Governance – Contact Management (Merge, Delete, Inactive)
• Configuration: How to Configure for a Fiscal Year and Downstream Reporting
• Contact Records: Creating Custom Field Groups and Custom Fields
• API Configuration: How to Configure your WealthEngine API Key
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Mapping Data to Imports- How to Confirm Opportunity Dates are Imported Correctly and Update Them
• Online: User Center Configuration
• Communication: How to Send Messages from Listing Screens
• Contact Records: Changing Contact Type
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Contact Management: Contacts Who Are Online Now
• Memberships: How to Create & Manage a New Member - A Comprehensive Guide
• Memberships: How to Manage Existing Membership Records
• Contacts: How to Create and Manage Activities
• Contact Records: Addresses
• Contact Emails
• Contacts: How to Add Badges to a Contact Record
• Contacts: Creating & Adding Tags or Groups
• Contacts: How to Identify and Use the Outlook & Constituent Ranking
• Printing the Contact Summary Page
• Configuring Salutations
• Adding Seasonal Address
• Contact Record Page
• Contacts - Editing Contact Record Panels
• Sending Tracked Emails
• Contact : Notes
• Quick Actions
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts: Comprehensive Guide for Usage and Management of Tributes
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration, and Reporting
• Contacts : Files
• Contacts: How to Create and Manage Household Contact Records
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• Contacts: Adding Contacts to Your Basket for Exporting
• Contacts: A Guide to the CharityEngine Projects Feature
• Contacts: Relationships & Connections
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Contacts: How to Create and Manage Organization Contact Records
• Reports & Analytics: How to Use the Constituent Density Report
• Contacts: How to Create and Manage People Contact Records
• Contacts: How To Set Your User Prefereces
• Contacts : Deleting Contacts in Bulk
• Contacts: People, Households, & Organizations search
• Data Importing: Contacts & Use of Contact Matching