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Quick Actions
Jamie Beliveau 5/29/2024 2:35:00 PM

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.



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.



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