This feature will help you store the details of all the donors, volunteers and members for future associations.

Add Contact

1. From the side menu, go to Contacts - All Contacts. Click on Add New.

2. Fill in the details of the individual user - Donor, Volunteer or Member. Click on Save.

Edit Contact

1. For updating any detail, click on the Edit Icon and make the necessary changes. Then click on Save.

Import Contacts

1. From the side menu, go to Contacts - Import. Download the import file format by clicking on “Click Here”.

2. Fill all the details in the downloaded file. Then choose the file and click on upload.

3. After clicking on upload, wait till status shows as completed. Check the Summary for updates about it.

4. Click on Summary card to check the failed imports and respective error message

View All Contacts

For viewing all the contacts (Donors, Volunteers, Members), you can go to “All Contacts”. There are two important things to keep in mind here:

1. If any Donor, Volunteer or Member registers from their end, it will be displayed by default in the list of All Contacts.

2. If you want to filter the contacts based on their membership type, follow these steps:

• From the side menu, go to Contacts - All Contacts.

• Click on the User Role drop down section. Then click on the Filter icon to the right.