Contact Records

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

Contact Records Basics

Understanding Contact Records

Fundamentals: Understanding district matching logic

Device type on phone numbers

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

How to: View and update phone numbers on a contact record

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

How to: Add and use contact Follow Ups

How to: Customize your notifications of changes to contact records

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