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Welcome EveryAction, Network for Good, Nonprofit Hub & Apricot users!

10 months ago

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Help Center Overview
EveryAction
Contact Records

Contact Records

View and manage supporter details, keeping phone numbers, addresses, and other information accurate and up to date.

Contact Records Basics

Create & Add Contacts

How do I add a contact record using Search?

Happie Pingol

How do I enter a contact record using 'Quick Add'?

Happie Pingol

Update & Manage Contact Information

Understanding Managing and Updating Phone Numbers in EveryAction

Happie Pingol

How do I update Device Type on a contact record?

Happie Pingol

How do I bulk edit Phone Type and Device Type?

Happie Pingol

How do I mark a phone number as Preferred?

Happie Pingol

How do I create a Self-Service Page?

Happie Pingol

Track Giving & Activity

How to: Add contributions to contact records

Happie Pingol

How to: Add and use Giving History

Happie Pingol

How to: View form submission history on a contact record

Happie Pingol

How to: Use My Activists

Happie Pingol

How to: Use Activity Streams and Bios to track more contact information

Happie Pingol

Build & Manage Relationships

Understanding Relationships between Contacts

Happie Pingol

How do I create Relationships between Contacts?

Happie Pingol

How do I edit Relationships between Contacts?

Happie Pingol

How do I delete Relationships between Contacts?

Happie Pingol

Understanding Financial Households

Happie Pingol

Customize & Organize Records

Overview: Custom Fields

Happie Pingol

Understanding Contact Follow Ups

Happie Pingol

Understanding Contact Follow Notifications

Happie Pingol

How do I follow a contact?

Happie Pingol

How do I follow multiple contacts at once?

Happie Pingol

Clean Up & Maintain Records

Understanding Contact Record Management in EveryAction

Happie Pingol

How do I merge duplicates from the Contact Record profile page?

Happie Pingol

How do I merge duplicate Contact Records using Quick Look Up?

Happie Pingol

How do I merge duplicate Contact Records using My List?

Happie Pingol

How do I troubleshoot merge records not going through?

Codes and Effort Tracking

Contact Records

Contact Records Basics

Create & Add Contacts

Update & Manage Contact Information

Track Giving & Activity

Build & Manage Relationships

Customize & Organize Records

Clean Up & Maintain Records

Contributions

Data Management

Direct Response

End-of-Year Giving & Tax Receipts

Event Management

Fundraising Strategy

Gift Management

High Touch Fundraising

Integrations

Online Engagement

Payment Processing

Searching and Reporting

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Back to overview

Contact Records

Contact Records Basics

Understanding Contact Records

Understanding Phone Types, Device Types, and Likely Cell Score

Fundamentals: Understanding district matching logic

Create & Add Contacts

How do I add a contact record using Search?

How do I enter a contact record using 'Quick Add'?

Update & Manage Contact Information

Understanding Managing and Updating Phone Numbers in EveryAction

How do I update Device Type on a contact record?

How do I bulk edit Phone Type and Device Type?

How do I mark a phone number as Preferred?

How do I create a Self-Service Page?

Track Giving & Activity

How to: Add contributions to contact records

How to: Add and use Giving History

How to: View form submission history on a contact record

How to: Use My Activists

How to: Use Activity Streams and Bios to track more contact information

Build & Manage Relationships

Understanding Relationships between Contacts

How do I create Relationships between Contacts?

How do I edit Relationships between Contacts?

How do I delete Relationships between Contacts?

Understanding Financial Households

Customize & Organize Records

Overview: Custom Fields

Understanding Contact Follow Ups

Understanding Contact Follow Notifications

How do I follow a contact?

How do I follow multiple contacts at once?

Clean Up & Maintain Records

Understanding Contact Record Management in EveryAction

How do I merge duplicates from the Contact Record profile page?

How do I merge duplicate Contact Records using Quick Look Up?

How do I merge duplicate Contact Records using My List?

How do I troubleshoot merge records not going through?

Sign up

Login with your EveryAction email and password to access the community

Login to Bonterra Central

Login with your EveryAction email and password to access the community