Feature Overview: Contact Records
Your contact records are a compilation of data about a particular individual or organization. You can enhance this robust picture of your contacts by adding additional information and customizing your view. Your contact records hold key information resulting in strong returns on your outreach efforts.
The two contact record types in your database are 'Individual/Person' and 'Organization'. They largely function in the same way - however, some information is unique to each type of record.
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Individual/Person: these records contain fields for 'First Name' and 'Last Name'
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Organization: these records contain fields for 'Primary Contact' and 'Official Name'
Feature Availability
Your user access determines how you can view and manage this feature. User permissions are assigned and set by organization administrators.
What do you need help with?
- How to: Add images and biographies on contact records
- How to: Assign staff as point person for contacts
- How to: Add contributions to contact records
- How To: Create Pinned Notes
- How to: Customize your notifications of changes to contact records
- How to: View and update phone numbers on a contact record
- How to: Work with international addresses and phone numbers
Not quite what you were searching for?
Navigate back to the Contact Records Resource Index.
Looking for training?
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