What You'll Accomplish
Quick Add lets you enter a contact and their basic information in under 2 minutes—perfect for event attendees, quick donor entries, or anyone new to your database. You can add or edit more details for this contact anytime later, so don't worry if you're missing some information right now.
Step 1: Navigate to Quick Add
From the EveryAction home page:
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On the left-hand sidebar, select Contacts
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Click Quick Add
If you don't see these options:
Use the "Search for a page" field at the top of the left sidebar. Type "Quick Add" and select it from the results.
Step 2: Enter the contact's information
The Quick Add form has three fields to fill in:
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Type of Contact - choose whether the contact is a Person (Individual) or Organization
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Name – The contact's full name (required)
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Phone number – Their phone number (optional)
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Address – Their mailing address (optional)
That's all you need to get started. You can add or edit more details for this contact later if needed.
Optional: Record a contribution at the same time
If you're entering a donation from this contact right now, you can record it in the same step:
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Flip the Include Contribution switch to the right. It will now show On.
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Fill in the contribution details:
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Designation – The fund or campaign this donation supports (for example: "Annual Fund" or "Building Campaign")
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Amount – How much they're donating
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Date Received – When the donation arrived
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Payment method – How they gave (examples: cash, check, credit card, online transfer)
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Source Codes (optional) – You'll only see this field if your organization uses them to track donations. Leave it blank if you don't see this field.
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Once you turn on the contribution feature, all visible fields are required. If you don't have this information right now, skip this step and record the contribution separately later.
Step 3: Save the record
Click one of the following:
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Save – to finish entering this contact and return to the home page
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Save and Add Another – Your contact is saved to the database, and a fresh form appears so you can immediately enter the next contact. Use this when you're entering multiple contacts at once (like event registrations or mailing list updates).
Your contact is now in your database and ready for your team to use. If you need to add more details to this contact later (like a mailing address or donation history), you can find and edit it anytime from the Contacts section.
Not quite what you were searching for?
Navigate back to the Create & Add Contacts Resource Index.