Step 1: Start a Search
Use the search bar and input any letter or number. Click 'Create a new contact' in the drop-down list.
Step 2: Add the contact's details
Input the contact's details. If applicable, toggle 'On' the 'Include Contribution' option and include the relevant information.
Step 3: Save the record
When you are finished, click 'Save' to permanently store the record in your database. If you need to create additional contact records, click 'Save and Add Another' and repeat this process as needed.
What else do you need help with?
- How do I enter a contact record using 'Quick Add'?
- 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
Not quite what you were searching for?
Navigate back to the Feature Overview.