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 address
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
+more
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.