Step 1: Navigate to 'Quick Add New Contact'
Click 'Quick Add New Contact' under the 'Quick Look Up' section.
Step 2: Add the contact's information
Enter the contact's name, phone number, and address. If the contact is associated with a contribution, toggle 'Include Contribution' 'On' and specify the details, including:
- Designation
- Amount
- Date Received
- Payment method
- Source Codes (if applicable)
Step 3: Save the record
Click 'Save' to finish or 'Save and Add Another' to create additional contact records. This ensures the contact is permanently stored in your database.
What else do you need help with?
- How do I add a contact record using Search?
- 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.