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

8 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 to: Edit voter names and pronouns

Happie Pingol

How to: Add images and biographies on contact records

Happie Pingol

How to: Work with international addresses and phone numbers

Happie Pingol

How do I create a Self-Service Page?

Happie Pingol

Track Giving & Activity

How to: Add and use Giving History

Happie Pingol

How to: Add contributions to contact records

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

How to: Assign staff as point person for contacts

Happie Pingol

Customize & Organize Records

Overview: Custom Fields

Happie Pingol

Understanding Contact Follow Ups

Happie Pingol

Understanding Contact Follow Notifications

Happie Pingol

How To: Create Pinned Notes

Happie Pingol

How to: Manage Confirmation Status and report on Confirmed Opt-In

Happie Pingol

Clean Up & Maintain Records

How to: Delete a Single Contact Record

Happie Pingol

How to: Merge duplicate contact records

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

Terms & ConditionsAccessibility statement

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Contact Records

Contact Records Basics

Understanding Contact Records

Fundamentals: Understanding district matching logic

Understanding Phone Types, Device Types, and Likely Cell Score

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 to: Edit voter names and pronouns

How to: Add images and biographies on contact records

How to: Work with international addresses and phone numbers

How do I create a Self-Service Page?

Track Giving & Activity

How to: Add and use Giving History

How to: Add contributions to contact records

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?

How to: Assign staff as point person for contacts

Customize & Organize Records

Overview: Custom Fields

Understanding Contact Follow Ups

Understanding Contact Follow Notifications

How To: Create Pinned Notes

How to: Manage Confirmation Status and report on Confirmed Opt-In

Clean Up & Maintain Records

How to: Delete a Single Contact Record

How to: Merge duplicate contact records

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

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