Introduction
Under the Contacts link in the sidebar is a list of categories to choose from. Look under Quick Actions for links to quickly and easily create new contacts based on type.
Article Sections
New Person
Under Quick Actions, select New Person. A form will appear with details about the new contact to be filled in.
General Tab
The General tab contains all of the main information to input about the new contact.
Communication Tab
This optional tab allows users to turn preferences for communication on and off. This section is the same as the Communication section on the contact summary screen, and can be edited later.
Source Tab
The optional Source tab allows users to see what initiative this contact was a part of, and what response channel the contact used to interact with the organization. Typically, this information will be pulled automatically from wherever the contact was acquired—forms, an email sign-up widget, a digital ad, etc. This is set when the contact is first created, but it can be updated later.
New Organization
Under Quick Actions, select New Organization. A form will appear with details about the new contact to be filled in.
General Tab
Under the General tab is a form very similar to the New Person form, with a few different fields specific to organizations.
Gift Matching Tab
This optional tab allows a user to indicate whether this organization gift matches when their employees donate to your charity. If they do, you can enter the percentage they match, as well as the minimum and maximum matching amount. The option to add the maximum amount an employee can donate is also available under this tab.
Communication Tab
Just like under New Person, the Communication tab under New Organization allows a user to indicate communication preferences with the contact.
Source Tab
Again, like New Person, the optional Source tab allows users to see what initiative this contact was a part of, and what response channel the contact used to interact with the organization. Typically, this information will be pulled automatically from wherever the contact was acquired—forms, an email sign-up widget, a digital ad, etc. This is set when the contact is first created, but it can be updated later.
New Household
Under Quick Actions, select New Household. A form will appear with details about the new contact to be filled in.
General Tab
Under the General tab is a form very similar to the other General forms, with a few different fields specific to households.
Communication Tab
The Communication tab under New Organization allows a user to indicate communication preferences with the contact.
Source Tab
The optional Source tab allows users to see what initiative this contact was a part of, and what response channel the contact used to interact with the organization. Typically, this information will be pulled automatically from wherever the contact was acquired—forms, an email sign-up widget, a digital ad, etc. This is set when the contact is first created, but it can be updated later.
New Opportunity
Under Quick Actions, select New Opportunity. A form will appear with details about the new contact to be filled in.
General Tab
Under the General tab is a form very similar to the other General forms, with a few different fields specific to opportunities.
Contact Type: Choose decision make from the drop down
Track: Track any active grants
Solicitor: Indicate a solicitor of the opportunity if applicable
Active: choose if opportunity is active
Status: Indicate status of the opportunity
fill in relevant information pertaining to the opportunity.
New Activity
Under Quick Actions, select New Activity. A form will appear with details about the new contact to be filled in. Creating a new activity allows users to designate tasks or meetings, assigning certain contacts to the activity or inviting participants into the activity.
