Overview
Contact records bring together information about a single person or organization in one place. They help you see contact details, review past activity, and understand how someone has interacted with your organization.
Information is organized into clearly labeled sections—such as contact information or contribution history—so you don’t have to search across multiple pages to find what you need.
If you’re busy or still getting familiar with the system, this page is meant to help you understand what you’re looking at before taking any action.
What this feature helps you do?
-
View information about a person or organization in one place
-
Understand the two types of contact records you may see
-
Review different types of information by section
You don’t need to set anything up to read contact records. Favorites and other actions are optional and only affect how information is shown or organized.
What is a Contact Record?
A contact record is a collection of information about one person or one organization in your database. This can include contact information, activity history, and other engagement data.
There are two types of contact records:
Individual / Person
These records include fields such as First Name and Last Name.
Organization
These records include fields such as Official Name and Primary Contact.
Both record types work in largely the same way, though some sections may differ depending on the type of contact.
What is the Contact Details page?
The Contact Details page (sometimes labeled All Details) shows information grouped into page sections, such as Contributions, Addresses, or Activist Codes.
Each section can be expanded to show more information or collapsed to show less. This lets you focus on the sections you care about without being overwhelmed by everything at once.
On the Contact Details page, you can also use Favorites to keep certain sections grouped together at the top of the page for easier access.
What else do you need help with?
If you want to try out some of the things you can do with contact records, you can explore these step-by-step guides:
If you’re not ready yet, you can stop here and come back later—nothing on this page requires action.