With the Fundraising CRM, you’re able to easily access your contacts, including donors, recurring donors, and fundraisers to help you easily manage your community.
When you access a contact record, you can see data including:
Contact name
Contact name
Contact email
Contact phone number
Contact address
Donations made
Donations received
Recurring profiles
Installment payments made
Installment payments received
Total pledges
Number of personal fundraising pages
Number of teams joined
Number of tickets
Number of ticket orders
Number of updates (posts)
Recurring donation amount
+more
Here’s how you can view a contact’s profile:
Step 1: Login to your admin account.
Step 2: Navigate to Contacts.
Step 3: Key word search via name or email to select the contact.
Step 4: View contact data. If you’d like to edit the contact data, you can scroll down past Recent Activity to the Edit Contact section.
Step 5: Edit contact data, including photo, first and last name, phone, email address, and postal address, and Save in the lower right corner.