With the Fundraising CRM, you’re able to easily access your contacts, including donors, pledge and recurring donors, ticket buyers, attendees, and fundraisers to help you easily manage your community.
When you access a contact record, you can see data including:
Contact First Name
Contact Last Name
Contact Email
Contact Phone Number
Contact Address
Donations Made
Recurring Profiles
Installment Payments Made
Pledges
Personal Pages
Team Pages
Tickets
Ticket Orders
Posts
+more
Here’s how you can view a contact’s profile:
Step 1: Navigate to Contacts then search for and select the desired profile.
Step 2: Scroll past recent activity to edit the contact details.
Step 3: Edit contact data, including photo, first and last name, phone, email address, and postal address, and Save in the lower right corner.
Updating Contact profiles does not update their personal fundraising page settings. Learn how to Manage Personal Fundraising Pages.