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. All other columns are optional.

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

contacts sheet

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.