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 group: Donor, Fundraiser, Recurring
Total amount raised
Total amount donated
Number of fundraising page
Number of teams joined
Number of donations raised
Number of donations made
Number of updated
Recurring donation amount
Here’s how you can view a contact’s profile:
Step 1: Login to your admin account.
Step 2: Navigate to the Community listing.
Step 3: Sort groups using the selections on the left menu, or simply search an individual contact. Once you’ve located a contact, you can select them to view their profile.
Step 4: View contact data. If you’d like to edit the contact data, you can select the Edit button in the upper right corner.
Step 5: Edit contact data, including first and last name, email address, and address, and save.
Note: Currently, you are not able to import your contacts into CauseVox (coming soon!). However, if you receive a donation and wish to add the contact, you can add an offline donation.