How to Manually Add a Contact
1) From the Navigation Bar, choose Contacts.
2) Click Add Contact button on the top right.
3) Enter the corresponding information for your Contact Record. If the Contact Type is an Individual, the First Name field will be required.
If the Contact Type is any other type (Ex. Foundation), the Organization field will be required.
4) After filling out the information for your contact, you can either click on ‘Save’ to complete adding your contact as a Contact Record to your database, or click on ‘Save & Add Gift’ if you would like to enter in their donation. If you select this option, please reference How to Manually Add a Gift for additional guidance.
User Tip: We highly recommend filling out the Informal and Formal Salutation fields. Having this set up ahead of time will make sending letters and printing labels much easier. You can enter Salutations under Communication Preferences in any Contact Record.
NOTE: When adding links, websites and URLs must include the full link. For social media, only the username is needed (no @ required). See example:
When you save it, the corresponding icons will appear for each link, matching the ones listed at the beginning of the above.
