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.

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