CRM / Donor Management
Filter, edit, and export transaction and contact data
By Alyssa and 2 others3 authors24 articles
- How to create and edit contacts
- How to use contact custom fields
- How to use contact households and relationships
- How to merge duplicate contacts
- How to use contact tags
- How to filter contacts and save segments
- How to archive or delete contacts
- How to add and import contact activities
- How to log emails to a contact timeline with BCC or forwarding address
- How to export / download contact details
- How to send end-of-year giving summaries
- How to upload files to a contact profile
- How to validate and maintain your contact data with Data Hygiene