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Contacts

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.


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