Creating a New Contact
Learn how to add new contacts to your system including required fields, best practices, and tips for maintaining clean data
Learn how to add new contacts to your system including required fields, best practices, and tips for maintaining clean data
Your system's central hub for storing, organizing, and understanding everyone your organization touches - from volunteers to donors to program participants
Quickly find specific contacts or groups using powerful search tools, filters, and sorting options for targeted outreach
Navigate and understand contact profile pages which serve as the central hub for all information about an individual
Create, manage, and use tags to organize contacts for better segmentation, filtering, and targeted communications