Contacts

Overview

Contacts are any person, family, staff, volunteer, organization, or company you pay money to, or receive money from.

Adding Contacts

Add new contacts at any time.

Name is required. Each contact must have a unique name. Duplicate names can combine different people’s giving history and donor statements. If two contacts share a name, distinguish them with a middle initial or another meaningful identifier. Duplicate contacts will be highlighted in red.

All other columns are optional. But, populate both address fields for donors. Their name and address will be shown on their donor tax statement.

Contact Type

Contact Type is informational. Use to sort, filter, or group your contacts—if desired.

Custom Contact Types

Go to the bottom of the translations sheet. Override any unused contact types or add your own in the blank spaces.