All Collections
Management & Reporting
How To View Or Update Your Contacts
How To View Or Update Your Contacts
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

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.

Was this article helpful? Rate it below.

Did this answer your question?